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Western Ast Clymr Infl Lkd Sc & Incm shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Western Ast Clymr Infl Lkd Sc & Incm (WIA) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Western Ast Clymr Infl Lkd Sc & Incm

Tip: Access up to 7 years of quarterly data

All positions including Western Ast Clymr Infl Lkd Sc & Incm held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Ast Clymr Infl Lkd Sc & Incm by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $454 55 8.27
2020-12-31 $7.0k 494 14.17

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Top funds holding Western Ast Clymr Infl Lkd Sc & Incm

Karpus Investment Management
Baird Financial
Guggenheim Capital, LLC Managers
Wakefield Asset Management L
Private Advisor
RHS Financial
Integrated Wealth Concepts
Stifel Financial
Roberts Glore & Co
Wells Fargo & Company
Oakmont Partners
PenderFund Capital Management
Almitas Capital
Aviance Capital Partners
UBS Group

View all funds holding Western Ast Clymr Infl Lkd Sc & Incm