Pinnacle Wealth Planning Services, Inc. SPLG Holdings History
Pinnacle Wealth Planning Services, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 142,377.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $9.36 Mil. This investment constitutes 1.41% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then Pinnacle Wealth Planning Services, Inc. has made 11 purchases of SPLG, at an average price of $42.79, for a total of 218,875.00 shares. In addition, there have been 8 sales at an average price of $57.84 for 76,498.00 shares. Based on historical transaction data and SPLG's current price of $73.33, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his SPLG holdings is $5.50 Mil, reflecting a 58.71% gain to date.
Pinnacle Wealth Planning Services, Inc. SPLG ($73.33) Holding Chart
Pinnacle Wealth Planning Services, Inc. SPLG ($73.33) 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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