Pinnacle Family Advisors, LLC Consumer Staples Sector Spdr Transaction History
Pinnacle Family Advisors, LLC
- $162 Million
- Q1 2025
A detailed history of Pinnacle Family Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 5,860 shares of XLP stock, worth $445,594. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,860
Previous 4,555
28.65%
Holding current value
$445,594
Previous $346,000
28.61%
% of portfolio
0.27%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding XLP
# of Institutions
1,400Shares Held
174MCall Options Held
13MPut Options Held
12.9M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.82MShares$367 Million0.11% of portfolio