Pinnacle Wealth Planning Services, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Pinnacle Wealth Planning Services, Inc.
- $655 Million
- Q4 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,511,771 shares of SPSM stock, worth $58.9 Million. This represents 10.37% of its overall portfolio holdings.
Number of Shares
1,511,771
Previous 1,511,771
-0.0%
Holding current value
$58.9 Million
Previous $67.9 Million
-0.0%
% of portfolio
10.37%
Previous 1.55%
Shares
29 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$862 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$819 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$630 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$254 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$228 Million3.64% of portfolio