Pinnacle Wealth Planning Services, Inc. SPAB Holdings History
Pinnacle Wealth Planning Services, Inc.'s SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 773,305.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $19.75 Mil. This investment constitutes 2.97% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 0.23% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2018Q2. And since then Pinnacle Wealth Planning Services, Inc. has made 21 purchases of SPAB, at an average price of $27.17, for a total of 1.01 Mil shares. In addition, there have been 7 sales at an average price of $28.75 for 239,790.00 shares. Based on historical transaction data and SPAB's current price of $25.21, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his SPAB holdings is $-1.14 Mil, reflecting a -4.14% gain to date.
Pinnacle Wealth Planning Services, Inc. SPAB ($25.21) Holding Chart
Pinnacle Wealth Planning Services, Inc. SPAB ($25.21) 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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