Pinnacle Wealth Management Advisory Group, LLC Spdr S&P 600 Small Cap Growth Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 05, 2020	SELL	$57.76 - $64.9 $249,234 - $280,043	-4,315 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$59.51 - $62.08 $47,310 - $49,353	-795 Reduced 15.56%	4,315 $257,000
Q2 2019 Aug 08, 2019	BUY	N/A	795 Added 18.42%	5,110 $311,000
Q1 2019 May 09, 2019	SELL	N/A	-1,495 Reduced 25.73%	4,315 $258,000
Q4 2018 Feb 05, 2019	BUY	N/A	5,810 New	5,810 $313,000

Others Institutions Holding SLYG

# of Institutions

496

Shares Held

26.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.32M
Shares

$215 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.68M
Shares

$155 Million
0.01% of portfolio
Citigroup Inc

1.62M
Shares

$150 Million
0.09% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.33M
Shares

$123 Million
0.25% of portfolio
Townsquare Capital LLC

1.2M
Shares

$111 Million
1.37% of portfolio

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