Pinnacle Wealth Planning Services, Inc. Consumer Staples Sector Spdr Transaction History
Pinnacle Wealth Planning Services, Inc.
- $654 Million
- Q1 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 4,716 shares of XLP stock, worth $358,604. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,716
Previous 4,922
4.19%
Holding current value
$358,604
Previous $374,000
4.28%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding XLP
# of Institutions
1,385Shares Held
175MCall Options Held
10.4MPut Options Held
14.2M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.89MShares$372 Million0.12% of portfolio