Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

$4.39 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
IEZ Ishares Tr ETFs	Q1 2021 Filed on Apr 29, 2021	38	$11.38 - $15.9 $432 - $604
IDU Ishares Tr U S Utils ETF ETFs	Q1 2021 Filed on Apr 29, 2021	70	$72.46 - $79.63 $5.07K - $5.57K
ESGU Ishares Trust Ishares Esg Awar ETFs	Q1 2021 Filed on Apr 29, 2021	189	$84.89 - $91.26 $16K - $17.2K
IXN Ishares Global Information Tec ETFs	Q1 2021 Filed on Apr 29, 2021	12	$48.57 - $53.88 $583 - $647
MBB Ishares Tr ETFs	Q1 2021 Filed on Apr 29, 2021	30	$108.32 - $110.29 $3.25K - $3.31K
AOM Ishares Tr Core Moderate Alloc ETFs	Q1 2021 Filed on Apr 29, 2021	526	$42.87 - $44.08 $22.5K - $23.2K
ESGE Ishares, Inc. Ishares Esg Awar ETFs	Q1 2021 Filed on Apr 29, 2021	171	$41.83 - $47.19 $7.15K - $8.07K
SMIN Ishares Msci India Small Cap I ETFs	Q1 2021 Filed on Apr 29, 2021	60	$42.48 - $50.71 $2.55K - $3.04K
EPHE Ishares Msci Philippines ETF ETFs	Q1 2021 Filed on Apr 29, 2021	31	$28.68 - $33.41 $889 - $1.04K
KSA Ishares Tr Msci Saudi Arabia E ETFs	Q1 2021 Filed on Apr 29, 2021	21	$30.81 - $35.93 $647 - $755
EWY Ishares Inc Msci South Korea E ETFs	Q1 2021 Filed on Apr 29, 2021	32	$86.01 - $96.22 $2.75K - $3.08K
SUSA Ishares Tr Msci Usa Esg Select ETFs	Q1 2021 Filed on Apr 29, 2021	238	$81.34 - $87.82 $19.4K - $20.9K
VLUE Ishares Msci Usa Value Factor ETFs	Q1 2021 Filed on Apr 29, 2021	41	$86.14 - $104.49 $3.53K - $4.28K
IBB Ishares Biotechnology ETF ETFs	Q1 2021 Filed on Apr 29, 2021	69	$146.68 - $172.6 $10.1K - $11.9K
IEO Ishares Tr ETFs	Q1 2021 Filed on Apr 29, 2021	140	$35.91 - $53.46 $5.03K - $7.48K
IWP Ishares Russell Mid Cap Growth ETFs	Q1 2021 Filed on Apr 29, 2021	314	$96.94 - $112.05 $30.4K - $35.2K
IWS Ishares Russell Midcap Value E ETFs	Q1 2021 Filed on Apr 29, 2021	122	$95.27 - $111.97 $11.6K - $13.7K
AOA Ishares Tr Core Aggressive All ETFs	Q1 2021 Filed on Apr 29, 2021	104	$63.86 - $67.38 $6.64K - $7.01K
PFF Ishares Trust Ishares Pfd And ETFs	Q1 2021 Filed on Apr 29, 2021	480	$37.15 - $38.46 $17.8K - $18.5K
IWR Ishares Russell Mid Cap ETF ETFs	Q1 2021 Filed on Apr 29, 2021	74	$67.45 - $75.68 $4.99K - $5.6K
AOR Ishares Tr Core Growth Allocat ETFs	Q1 2021 Filed on Apr 29, 2021	288	$52.05 - $53.97 $15K - $15.5K
IHI Ishares Tr Dow Jones Us Medica ETFs	Q1 2021 Filed on Apr 29, 2021	9	$52.97 - $58.45 $477 - $526
GOVT Ishares U.S. Treasury Bond ETF ETFs	Q1 2021 Filed on Apr 29, 2021	212	$26.12 - $27.38 $5.54K - $5.8K
STAR Istar Inc. Real Estate	Q1 2021 Filed on Apr 29, 2021	52	$14.4 - $18.27 $749 - $950
ITRI Itron, Inc. Technology	Q1 2021 Filed on Apr 29, 2021	74	$83.95 - $120.31 $6.21K - $8.9K
ITT Itt Inc. Industrials	Q1 2021 Filed on Apr 29, 2021	111	$74.71 - $90.91 $8.29K - $10.1K
Ivy High Income Opportunities Com	Q1 2021 Filed on Apr 29, 2021	481	N/A
JJSF J&J Snack Foods Corp Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	426	$149.41 - $168.38 $63.6K - $71.7K
ZD Ziff Davis, Inc. Communication Services	Q1 2021 Filed on Apr 29, 2021	44	$81.98 - $106.51 $3.61K - $4.69K
JACK Jack In The Box Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	909	$91.2 - $116.83 $82.9K - $106K
J Jacobs Engineering Group Inc Industrials	Q1 2021 Filed on Apr 29, 2021	74	$100.96 - $129.27 $7.47K - $9.57K
JHX James Hardie Industries PLC Basic Materials	Q1 2021 Filed on Apr 29, 2021	2,880	$27.91 - $32.08 $80.4K - $92.4K
JRVR James River Group Holdings, Ltd. Financial Services	Q1 2021 Filed on Apr 29, 2021	81	$44.44 - $54.7 $3.6K - $4.43K
JHG Janus Henderson Group PLC Financial Services	Q1 2021 Filed on Apr 29, 2021	148	$28.42 - $35.15 $4.21K - $5.2K
JAZZ Jazz Pharmaceuticals PLC Healthcare	Q1 2021 Filed on Apr 29, 2021	25	$150.19 - $173.5 $3.75K - $4.34K
JD Jd.Com, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	1,578	$78.71 - $106.88 $124K - $169K
JEF Jefferies Financial Group Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	85	$23.12 - $34.28 $1.97K - $2.91K
JBT John Bean Technologies Corp Industrials	Q1 2021 Filed on Apr 29, 2021	24	$111.88 - $150.62 $2.69K - $3.61K
JOUT Johnson Outdoors Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	14	$109.0 - $148.5 $1.53K - $2.08K
YY Joyy Inc. Communication Services	Q1 2021 Filed on Apr 29, 2021	537	$78.64 - $147.8 $42.2K - $79.4K
JNPR Juniper Networks Inc Technology	Q1 2021 Filed on Apr 29, 2021	1,562	$22.61 - $27.59 $35.3K - $43.1K
KFRC Kforce Inc Industrials	Q1 2021 Filed on Apr 29, 2021	89	$42.65 - $54.35 $3.8K - $4.84K
KALU Kaiser Aluminum Corp Basic Materials	Q1 2021 Filed on Apr 29, 2021	17	$86.7 - $125.7 $1.47K - $2.14K
KAMN Kaman Corp Industrials	Q1 2021 Filed on Apr 29, 2021	716	$48.66 - $59.02 $34.8K - $42.3K
KSU Kansas City Southern Industrials	Q1 2021 Filed on Apr 29, 2021	584	N/A
KBH Kb Home Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	532	$32.49 - $47.37 $17.3K - $25.2K
K Kellogg CO Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	1,165	$56.86 - $64.95 $66.2K - $75.7K
KMPR Kemper Corp Financial Services	Q1 2021 Filed on Apr 29, 2021	988	$69.21 - $82.06 $68.4K - $81.1K
KMT Kennametal Inc Industrials	Q1 2021 Filed on Apr 29, 2021	530	$35.2 - $42.27 $18.7K - $22.4K
KDP Keurig Dr Pepper Inc. Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	14	$30.52 - $35.49 $427 - $497

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