Sun Life Financial shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Sun Life Financial
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Quarterly reported holdings in Sun Life Financial by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $267k | 5.1k | 51.86 |
| 2023-09-30 | $249k | 5.1k | 48.80 |
| 2023-06-30 | $266k | 5.1k | 52.10 |
| 2023-03-31 | $238k | 5.1k | 46.70 |
| 2022-12-31 | $237k | 5.1k | 46.43 |
| 2020-12-31 | $109k | 2.4k | 44.62 |
More positions owned by Pinnacle Wealth Planning Services
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