Pinnacle Wealth Planning Services, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Pinnacle Wealth Planning Services, Inc.
- $654 Million
- Q1 2025
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 1,614,291 shares of SPSM stock, worth $71 Million. This represents 10.05% of its overall portfolio holdings.
Number of Shares
1,614,291
Previous 1,511,771
6.78%
Holding current value
$71 Million
Previous $67.9 Million
3.11%
% of portfolio
10.05%
Previous 10.37%
Shares
30 transactions
Others Institutions Holding SPSM
# of Institutions
973Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$993 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$987 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$710 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$276 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$249 Million0.04% of portfolio