Pinnacle Wealth Planning Services, Inc. Spdr Bloomberg 1 10 Year Tips Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 225,218 shares of TIPX stock, worth $4.32 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

225,218

Previous 214,283 5.1%

Holding current value

$4.32 Million

Previous $3.96 Million 9.06%

% of portfolio

0.66%

Previous 0.6%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$18.46 - $19.19 $201,860 - $209,842	10,935 Added 5.1%	225,218 $4.32 Million
Q4 2024 Feb 06, 2025	BUY	$18.41 - $18.97 $100,702 - $103,765	5,470 Added 2.62%	214,283 $3.96 Million
Q3 2024 Nov 13, 2024	BUY	$18.35 - $19.01 $131,459 - $136,187	7,164 Added 3.55%	208,813 $3.96 Million
Q2 2024 Aug 09, 2024	BUY	$18.25 - $18.51 $170,765 - $173,198	9,357 Added 4.87%	201,649 $3.73 Million
Q1 2024 May 09, 2024	BUY	$18.4 - $18.66 $86,240 - $87,459	4,687 Added 2.5%	192,292 $3.58 Million
Q4 2023 Feb 07, 2024	BUY	$17.9 - $18.63 $76,952 - $80,090	4,299 Added 2.35%	187,605 $3.49 Million
Q3 2023 Nov 07, 2023	BUY	$18.05 - $18.49 $106,603 - $109,201	5,906 Added 3.33%	183,306 $3.31 Million
Q2 2023 Aug 07, 2023	BUY	$18.41 - $19.02 $112,466 - $116,193	6,109 Added 3.57%	177,400 $3.27 Million
Q1 2023 May 03, 2023	BUY	$18.38 - $19.03 $16,964 - $17,564	923 Added 0.54%	171,291 $3.26 Million
Q4 2022 Feb 13, 2023	BUY	$18.25 - $18.84 $836,470 - $863,512	45,834 Added 36.8%	170,368 $3.14 Million
Q3 2022 Nov 09, 2022	BUY	$18.21 - $20.08 $136,429 - $150,439	7,492 Added 6.4%	124,534 $2.27 Million
Q2 2022 Aug 03, 2022	BUY	$19.33 - $20.46 $26,946 - $28,521	1,394 Added 1.21%	117,042 $2.28 Million
Q1 2022 Apr 20, 2022	BUY	$20.45 - $21.3 $21,247 - $22,130	1,039 Added 0.91%	115,648 $2.39 Million
Q4 2021 Jan 21, 2022	BUY	$20.97 - $21.43 $118,040 - $120,629	5,629 Added 5.17%	114,609 $2.42 Million
Q3 2021 Oct 29, 2021	BUY	$21.0 - $21.49 $109,830 - $112,392	5,230 Added 5.04%	108,980 $2.28 Million
Q2 2021 Aug 02, 2021	BUY	$20.83 - $21.27 $115,918 - $118,367	5,565 Added 5.67%	103,750 $2.17 Million
Q1 2021 Apr 29, 2021	BUY	$20.7 - $21.08 $805,644 - $820,433	38,920 Added 65.67%	98,185 $2.03 Million
Q4 2020 Feb 12, 2021	BUY	$20.51 - $20.91 $25,965 - $26,472	1,266 Added 2.18%	59,265 $1.22 Million
Q3 2020 Nov 03, 2020	SELL	$20.32 - $20.87 $235,813 - $242,196	-11,605 Reduced 16.67%	57,999 $1.18 Million
Q2 2020 Jul 27, 2020	BUY	$19.65 - $20.34 $275,846 - $285,532	14,038 Added 25.26%	69,604 $1.14 Million
Q1 2020 May 11, 2020	BUY	$18.61 - $20.22 $146,051 - $158,686	7,848 Added 16.45%	55,566 $955,000
Q4 2019 Feb 07, 2020	BUY	$19.47 - $19.66 $77,899 - $78,659	4,001 Added 9.15%	47,718 $935,000
Q3 2019 Oct 31, 2019	BUY	$19.47 - $19.64 $138,976 - $140,190	7,138 Added 19.51%	43,717 $855,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,545 Added 4.41%	36,579 $716,000
Q1 2019 May 08, 2019	SELL	N/A	-1,128 Reduced 3.12%	35,034 $677,000
Q4 2018 Mar 01, 2019	BUY	N/A	8,396 Added 30.24%	36,162 $682,000
Q3 2018 Feb 28, 2019	BUY	N/A	6,215 Added 28.84%	27,766 $527,000
Q2 2018 Feb 28, 2019	BUY	N/A	1,533 Added 7.66%	21,551 $415,000
Q1 2018 Feb 28, 2019	BUY	N/A	20,018 New	20,018 $384,000

Others Institutions Holding TIPX

# of Institutions

141

Shares Held

64.6M

Call Options Held

Put Options Held

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Pinnacle Wealth Planning Services, Inc. Spdr Bloomberg 1 10 Year Tips Transaction History