Pinnacle Family Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Pinnacle Family Advisors, LLC
- $162 Million
- Q2 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 11,848 shares of SPDW stock, worth $423,684. This represents 0.26% of its overall portfolio holdings.
Number of Shares
11,848
Previous 12,641
6.27%
Holding current value
$423,684
Previous $453,000
8.39%
% of portfolio
0.26%
Previous 0.27%
Shares
15 transactions
Others Institutions Holding SPDW
# of Institutions
943Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$975 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$629 Million16.46% of portfolio