Pinnacle Wealth Management Group, Inc. SPLV Holdings History
Pinnacle Wealth Management Group, Inc.'s Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Group, Inc. held 56,826.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $4.25 Mil. This investment constitutes 2.96% of their stock portfolio, and Pinnacle Wealth Management Group, Inc. now holds 0.05% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2021Q2. And since then Pinnacle Wealth Management Group, Inc. has made 4 purchases of SPLV, at an average price of $64.25, for a total of 150,506.00 shares. In addition, there have been 8 sales at an average price of $63.37 for 93,680.00 shares. Based on historical transaction data and SPLV's current price of $72.80, Pinnacle Wealth Management Group, Inc.'s estimated gain on his SPLV holdings is $402,383.78, reflecting a 4.16% gain to date.
Pinnacle Wealth Management Group, Inc. SPLV ($72.80) Holding Chart
Pinnacle Wealth Management Group, Inc. SPLV ($72.80) 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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