Pinnacle Wealth Planning Services, Inc. Spdr Portfolio Transaction History
Pinnacle Wealth Planning Services, Inc.
- $655 Million
- Q4 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 171,251 shares of SPYG stock, worth $13.7 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
171,251
Previous 171,251
-0.0%
Holding current value
$13.7 Million
Previous $15.1 Million
-0.0%
% of portfolio
2.3%
Previous 0.34%
Shares
29 transactions
Others Institutions Holding SPYG
# of Institutions
1,231Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.73 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.61 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.35 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$981 Million6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$653 Million0.19% of portfolio