Pinnacle Wealth Management Advisory Group, LLC Select Sector Spdr Fund Health Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.05 Billion
- Q1 2025
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 3,118 shares of XLV stock, worth $409,954. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,118
Previous 3,885
19.74%
Holding current value
$409,954
Previous $534,000
14.79%
% of portfolio
0.04%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding XLV
# of Institutions
2,027Shares Held
201MCall Options Held
9.84MPut Options Held
18.8M-
Bank Of America Corp Charlotte, NC34.1MShares$4.49 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.67 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.59 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$912 Million0.41% of portfolio
-
Envestnet Asset Management Inc6.47MShares$851 Million0.32% of portfolio