Pinnacle Wealth Management Advisory Group, LLC SPY Holdings History
Pinnacle Wealth Management Advisory Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 52,874.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $29.58 Mil. This investment constitutes 2.76% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2015Q1. And since then Pinnacle Wealth Management Advisory Group, LLC has made 15 purchases of SPY, at an average price of $334.73, for a total of 88,469.00 shares. In addition, there have been 15 sales at an average price of $354.64 for 35,595.00 shares. Based on historical transaction data and SPY's current price of $627.58, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his SPY holdings is $16.19 Mil, reflecting a 54.68% gain to date.
Pinnacle Wealth Management Advisory Group, LLC SPY ($627.58) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC SPY ($627.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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