Pinnacle Wealth Planning Services, Inc. Spdr Portfolio S&P 500 Value E 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 500 Value E stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 448,521 shares of SPYV stock, worth $24.5 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
448,521
Previous 450,392
0.42%
Holding current value
$24.5 Million
Previous $22 Million
8.0%
% of portfolio
3.23%
Previous 3.17%
Shares
28 transactions
Others Institutions Holding SPYV
# of Institutions
1,009Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.19 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.14 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.11 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$687 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$524 Million0.04% of portfolio