Pinnacle Wealth Planning Services, Inc. Spdr Portfolio Aggregate Bond Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
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 791,983 shares of SPAB stock, worth $20.5 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
791,983
Previous 773,305
2.42%
Holding current value
$20.5 Million
Previous $19.8 Million
2.65%
% of portfolio
2.71%
Previous 3.02%
Shares
31 transactions
Others Institutions Holding SPAB
# of Institutions
555Shares Held
285MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$611 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$573 Million0.2% of portfolio
-
Cwm, LLC17.1MShares$442 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$326 Million5.44% of portfolio
-
Envestnet Asset Management Inc11.1MShares$287 Million0.09% of portfolio