Pinnacle Private Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
779Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$928 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$729 Million1.52% of portfolio
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Lpl Financial LLC Fort Mill, SC9.17MShares$370 Million0.18% of portfolio
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Allworth Financial LP6.3MShares$254 Million1.61% of portfolio
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State Street Corp Boston, MA5.7MShares$230 Million0.01% of portfolio