Pinnacle Wealth Planning Services, Inc. Technology Sector Spdr Transaction History
Pinnacle Wealth Planning Services, Inc.
- $838 Million
- Q3 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 $778,869. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,703
Previous 2,703
-0.0%
Holding current value
$778,869
Previous $684,000
11.26%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,610Shares Held
183MCall Options Held
9.54MPut Options Held
14.6M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio