Pinnacle Private Wealth, LLC Financial Sector Spdr Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 8,169 shares of XLF stock, worth $410,573. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,169
Previous 5,304
54.02%
Holding current value
$410,573
Previous $203,000
26.6%
% of portfolio
0.1%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,838Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.76 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.67 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.88 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$885 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$858 Million0.26% of portfolio