Pinnacle Wealth Planning Services, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Pinnacle Wealth Planning Services, Inc.
- $733 Million
- Q3 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 1,508,177 shares of SPSM stock, worth $71 Million. This represents 9.36% of its overall portfolio holdings.
Number of Shares
1,508,177
Previous 1,473,037
2.39%
Holding current value
$71 Million
Previous $61.2 Million
12.2%
% of portfolio
9.36%
Previous 8.83%
Shares
28 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.05 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$917 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$728 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$289 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$263 Million0.05% of portfolio