Pinnacle Wealth Planning Services, Inc. Financial Sector Spdr Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $654 Million
  • Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 7,762 shares of XLF stock, worth $414,801. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,762
Previous 7,414 4.69%
Holding current value
$414,801
Previous $358,000 7.82%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$47.32 - $52.19 $16,467 - $18,162
348 Added 4.69%
7,762 $386,000
Q4 2024

Feb 06, 2025
BUY
$44.89 - $51.34 $332,814 - $380,634
7,414 New
7,414 $358,000
Q1 2021

Apr 29, 2021
SELL
$28.95 - $34.77 $3,879 - $4,659
-134 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$23.61 - $29.48 $3,163 - $3,950
134 New
134 $4,000

Others Institutions Holding XLF

# of Institutions
2,112
Shares Held
1.01B
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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