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 $425,686. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,169
Previous 5,304 54.02%
Holding current value
$425,686
Previous $203,000 26.6%
% of portfolio
0.1%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022
BUY
$30.84 - $38.22 $88,356 - $109,500
2,865 Added 54.02%
8,169 $257,000
Q1 2022

Apr 29, 2022
BUY
$35.66 - $41.42 $189,140 - $219,691
5,304 New
5,304 $203,000

Others Institutions Holding XLF

# of Institutions
1,929
Shares Held
730M
Call Options Held
160M
Put Options Held
321M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Pinnacle Private Wealth, LLC Portfolio

Follow Pinnacle Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email