Pinnacle Wealth Management Advisory Group, LLC Spdr Index Shs Fds S&P Intl Di Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.05 Billion
Q4 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 08, 2020	SELL	$25.85 - $40.79 $188,575 - $297,563	-7,295 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	N/A	7,295 New	7,295 $287,000
Q4 2018 Feb 05, 2019	SELL	N/A	-9,895 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	1,610 Added 19.43%	9,895 $375,000
Q2 2018 Aug 14, 2018	SELL	N/A	-125 Reduced 1.49%	8,285 $317,000
Q1 2018 May 15, 2018	SELL	N/A	-200 Reduced 2.32%	8,410 $337,000
Q4 2017 Feb 12, 2018	BUY	N/A	800 Added 10.24%	8,610 $355,000
Q3 2017 Nov 08, 2017	BUY	N/A	700 Added 9.85%	7,810 $315,000
Q2 2017 Aug 07, 2017	BUY	N/A	7,110	7,110 $278,000

Others Institutions Holding DWX

# of Institutions

139

Shares Held

5.45M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

939K
Shares

$33.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$28.2 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$12.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.59 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

223K
Shares

$8.04 Million
0.21% of portfolio

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