Pinnacle Family Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Pinnacle Family Advisors, LLC
- $171 Million
- Q3 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 11,820 shares of SPDW stock, worth $417,009. This represents 0.26% of its overall portfolio holdings.
Number of Shares
11,820
Previous 11,848
0.24%
Holding current value
$417,009
Previous $415,000
6.75%
% of portfolio
0.26%
Previous 0.26%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio