Pinnacle Wealth Management Advisory Group, LLC Closed Holding Positions

Pinnacle Wealth Management Advisory Group, LLC

  • $1.04 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
United Tech Corp
Q2 2020 Filed on Aug 11, 2020
7,948
N/A
Fs Investment Corp Ii Delis
Q2 2020 Filed on Aug 11, 2020
24,162
N/A
Fs Kkr Capital Corp
Q2 2020 Filed on Aug 11, 2020
13,574
N/A
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q2 2020 Filed on Aug 11, 2020
34,636
$20.39 - $32.74 $706K - $1.13M
MLPA
Global X Mlp ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
16,855
$18.42 - $34.9 $310K - $588K
GSK
Gsk PLC

Healthcare
Q2 2020 Filed on Aug 11, 2020
6,010
$37.87 - $43.58 $228K - $262K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
Q2 2020 Filed on Aug 11, 2020
26,031
$21.63 - $28.64 $563K - $746K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
Q2 2020 Filed on Aug 11, 2020
13,427
$52.27 - $72.14 $702K - $969K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on May 08, 2020
7,681
$39.35 - $62.03 $302K - $476K
SYF
Synchrony Financial

Financial Services
Q1 2020 Filed on May 08, 2020
10,800
$12.8 - $36.42 $138K - $393K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2020 Filed on May 08, 2020
2,200
$70.74 - $99.38 $156K - $219K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q1 2020 Filed on May 08, 2020
12,170
$20.8 - $29.05 $253K - $354K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2020 Filed on May 08, 2020
5,570
$49.67 - $76.42 $277K - $426K
Agile Therapeutics Inc.
Q1 2020 Filed on May 08, 2020
20,000
N/A
NFRA
Flexshares Stoxx Global Broad

ETFs
Q1 2020 Filed on May 08, 2020
7,525
$37.6 - $56.0 $283K - $421K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q1 2020 Filed on May 08, 2020
3,250
$39.87 - $63.83 $130K - $207K
TTE
Total Energies Se

Energy
Q1 2020 Filed on May 08, 2020
5,430
$24.76 - $56.51 $134K - $307K
INDA
Ishares Msci India Index Fund

ETFs
Q1 2020 Filed on May 08, 2020
6,200
$20.5 - $36.18 $127K - $224K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2020 Filed on May 08, 2020
7,295
$25.85 - $40.79 $189K - $298K
Global X Mlp ETF
Q1 2020 Filed on May 08, 2020
26,370
N/A
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2020 Filed on May 08, 2020
9,519
$59.97 - $123.81 $571K - $1.18M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2020 Filed on May 08, 2020
6,290
$48.55 - $70.86 $305K - $446K
DFS
Discover Financial Services

Financial Services
Q1 2020 Filed on May 08, 2020
3,300
$25.25 - $85.85 $83.3K - $283K
FEM
First Trust Emerging Markets A

ETFs
Q1 2020 Filed on May 08, 2020
85,175
$15.72 - $27.59 $1.34M - $2.35M
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2020 Filed on May 08, 2020
33,110
$15.34 - $42.2 $508K - $1.4M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2020 Filed on May 08, 2020
6,175
$42.11 - $71.71 $260K - $443K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q4 2019 Filed on Feb 05, 2020
4,315
$57.76 - $64.9 $249K - $280K
Viacom Inc Class B
Q4 2019 Filed on Feb 05, 2020
15,870
N/A
Fs Investment Corp Iii
Q4 2019 Filed on Feb 05, 2020
24,645
N/A
IVZ
Invesco Ltd.

Financial Services
Q4 2019 Filed on Feb 05, 2020
10,959
$15.35 - $18.43 $168K - $202K
PFS
Provident Financial Services Inc

Financial Services
Q4 2019 Filed on Feb 05, 2020
15,578
$23.74 - $25.37 $370K - $395K
IDV
Ishares Tr

ETFs
Q4 2019 Filed on Feb 05, 2020
6,757
$29.79 - $33.61 $201K - $227K
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2019 Filed on Nov 06, 2019
5,740
$55.19 - $57.3 $317K - $329K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q3 2019 Filed on Nov 06, 2019
51,234
$30.69 - $30.76 $1.57M - $1.58M
TPR
Tapestry, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 06, 2019
6,669
$19.45 - $31.3 $130K - $209K
Invesco Bric Portfolio ETF
Q3 2019 Filed on Nov 06, 2019
6,700
N/A
VFVA
Vanguard Wellington Fd U S Val

ETFs
Q3 2019 Filed on Nov 06, 2019
3,273
$71.92 - $74.8 $235K - $245K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2019 Filed on Nov 06, 2019
7,577
$63.96 - $75.82 $485K - $574K
DOW
Dow Inc.

Basic Materials
Q3 2019 Filed on Nov 06, 2019
7,578
$40.71 - $52.79 $309K - $400K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 08, 2019
3,254
$109.09 - $117.73 $355K - $383K
Blackrock Muni 2020 Term Trs
Q2 2019 Filed on Aug 08, 2019
10,675
N/A
FDT
First Trust Developed Markets

ETFs
Q2 2019 Filed on Aug 08, 2019
4,070
$51.09 - $55.55 $208K - $226K
Dow Dupont Inc
Q2 2019 Filed on Aug 08, 2019
23,374
N/A
SUB
Ishares Short Term National Mu

ETFs
Q1 2019 Filed on May 09, 2019
6,650
$105.27 - $106.06 $700K - $705K
I Shares Msci Acwi Ex Us ETF
Q1 2019 Filed on May 09, 2019
13,862
N/A
VRE
Veris Residential, Inc.

Real Estate
Q1 2019 Filed on May 09, 2019
17,592
$19.12 - $22.38 $336K - $394K
BAX
Baxter International Inc

Healthcare
Q4 2018 Filed on Feb 05, 2019
2,822
$61.45 - $77.8 $173K - $220K
I Shares Comex Gold Trust
Q4 2018 Filed on Feb 05, 2019
12,195
N/A
ENBA
Enbridge Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
8,064
$22.85 - $25.19 $184K - $203K
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