Pinnacle Wealth Planning Services, Inc. Spdr Portfolio Aggregate Bond Transaction History
Pinnacle Wealth Planning Services, Inc.
- $693 Million
- Q2 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 635,241 shares of SPAB stock, worth $16.2 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
635,241
Previous 574,798
10.52%
Holding current value
$16.2 Million
Previous $14.5 Million
9.69%
% of portfolio
2.3%
Previous 2.15%
Shares
27 transactions
Others Institutions Holding SPAB
# of Institutions
482Shares Held
240MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$583 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$384 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$227 Million0.59% of portfolio