Pinnacle Wealth Planning Services, Inc. Technology Sector Spdr Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 2,703 shares of XLK stock, worth $769,598. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,703
Previous 2,703
-0.0%
Holding current value
$769,598
Previous $558,000
22.58%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,502Shares Held
285MCall Options Held
9.76MPut Options Held
15.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$28.8 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio