Pinnacle Wealth Planning Services, Inc. Spdr Portfolio Aggregate Bond Transaction History
Pinnacle Wealth Planning Services, Inc.
- $838 Million
- Q3 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 862,738 shares of SPAB stock, worth $22.3 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
862,738
Previous 791,983
8.93%
Holding current value
$22.3 Million
Previous $20.3 Million
10.0%
% of portfolio
2.66%
Previous 2.71%
Shares
32 transactions
Others Institutions Holding SPAB
# of Institutions
549Shares Held
282MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio