PWPS
DEA

Pinnacle Wealth Planning Services’s Easterly Government Properties DEA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.2K Buy
1,969
+29
+1% +$662 ﹤0.01% 1290
2025
Q4 		$41.1K Buy
+1,940
New +$42.1K ﹤0.01% 1335
2024
Q4 		– Sell
-5,561
Closed -$189K – 431
2024
Q3 		$189K Hold
5,561
– – 0.03% 467
2024
Q2 		$172K Buy
5,561
+76
+1% +$2.25K 0.02% 438
2024
Q1 		$158K Buy
5,485
+155
+3% +$4.71K 0.02% 452
2023
Q4 		$179K Buy
+5,330
New +$158K 0.03% 422
2021
Q1 		– Sell
-1,057
Closed -$60K – 761
2020
Q4 		$60K Buy
+1,057
New +$58.1K 0.01% 712

Other funds holding DEA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return