Pinnacle Wealth Planning Services, Inc. Energy Sector Spdr Transaction History
Pinnacle Wealth Planning Services, Inc.
- $693 Million
- Q2 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 6,973 shares of XLE stock, worth $632,590. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,973
Previous 6,973
-0.0%
Holding current value
$632,590
Previous $658,000
3.5%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding XLE
# of Institutions
2,064Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.07 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$754 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$734 Million0.38% of portfolio