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Wisdomtree Cboe S&p 500 Putwri shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (WTPI) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Wisdomtree Cboe S&p 500 Putwri

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Cboe S&p 500 Putwri 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 Wisdomtree Cboe S&p 500 Putwri by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $667 20 33.35

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Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust State Street Spd (SPSM)
Energy Transfer Com Ut Ltd Ptn (ET)
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NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Tr State Street Dou (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Wisdomtree Cboe S&p 500 Putwri

LPL Financial
Cary Street Partners Financial
Castle Wealth Management
Granite Bay Wealth Management
Trust Point
Solutions 4 Wealth
Cetera Investment Advisers
Compass Financial Services
Central Trust & Investment
Opes Wealth Management
Private Capital Management
Envestnet Asset Management
Raymond James Financial
WealthPlan Investment Management
UBS Group

View all funds holding Wisdomtree Cboe S&p 500 Putwri