Pinnacle Wealth Management, LLC Technology Sector Spdr Transaction History
Pinnacle Wealth Management, LLC
- $79.1 Million
- Q2 2024
A detailed history of Pinnacle Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Pinnacle Wealth Management, LLC holds 957 shares of XLK stock, worth $214,281. This represents 0.27% of its overall portfolio holdings.
Number of Shares
957
Previous 1,150
16.78%
Holding current value
$214,281
Previous $239,000
9.62%
% of portfolio
0.27%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding XLK
# of Institutions
2,219Shares Held
172MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.4 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.12 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.58 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio