Pinnacle Wealth Planning Services, Inc. Sells in Q3 2024

Pinnacle Wealth Planning Services, Inc.

  • $733 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ET
Energy Transfer LP

Energy
-142K
- 3.22%
$15.43 - $16.44 $2.2M - $2.34M
4.28M $68.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-39.9K
- 21.56%
$60.84 - $67.51 $2.42M - $2.69M
145K $9.79M
IWM
Ishares Russell 2000 ETF

ETFs
-5.33K
- 37.25%
$200.87 - $224.6 $1.07M - $1.2M
8.97K $1.98M
GOOG
Alphabet Inc.

Communication Services
-802
- 3.37%
$149.54 - $192.66 $120K - $155K
23K $3.84M
CVX
Chevron Corp

Energy
-2.73K
- 25.72%
$137.88 - $161.97 $376K - $442K
7.88K $1.16M
ASML
Asml Holding Nv

Technology
-8
- 0.34%
$749.82 - $1098.95 $6K - $8.79K
2.34K $1.95M
NVO
Novo Nordisk A S

Healthcare
-120
- 0.71%
$119.07 - $145.42 $14.3K - $17.5K
16.7K $1.99M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-9.35K
- 17.11%
$56.04 - $62.2 $524K - $582K
45.3K $2.82M
AMAT
Applied Materials Inc

Technology
-866
- 16.17%
$174.88 - $254.97 $151K - $221K
4.49K $907K
INTC
Intel Corp

Technology
-4.23K
- 14.24%
$18.9 - $34.87 $80K - $148K
25.5K $597K
ADBE
Adobe Inc.

Technology
-208
- 6.33%
$508.13 - $586.55 $106K - $122K
3.08K $1.59M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.02K
- 20.41%
$162.83 - $179.16 $328K - $361K
7.86K $1.41M
TSN
Tyson Foods, Inc.

Consumer Defensive
-5.15K
- 12.66%
$55.91 - $65.87 $288K - $339K
35.5K $2.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.69K
- 10.19%
$75.32 - $84.37 $428K - $480K
50.1K $4.19M
MRK
Merck & Co., Inc.

Healthcare
-25
- 0.16%
$111.15 - $128.97 $2.78K - $3.22K
15.3K $1.74M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13K
- 12.36%
$36.02 - $41.68 $469K - $542K
92.3K $3.81M
BA
Boeing CO

Industrials
-207
- 5.29%
$152.04 - $190.6 $31.5K - $39.5K
3.7K $563K
COP
Conocophillips

Energy
-383
- 3.44%
$102.3 - $116.61 $39.2K - $44.7K
10.7K $1.13M
VLO
Valero Energy Corp

Energy
-24
- 0.39%
$132.81 - $163.48 $3.19K - $3.92K
6.18K $833K
NVS
Novartis Ag

Healthcare
-1.53K
- 28.42%
$106.13 - $120.89 $163K - $185K
3.86K $444K
MPC
Marathon Petroleum Corp

Energy
-24
- 0.22%
$158.61 - $180.75 $3.81K - $4.34K
11.1K $1.8M
BP
Bp PLC

Energy
-562
- 2.71%
$30.78 - $37.05 $17.3K - $20.8K
20.1K $632K
BECN
Beacon Roofing Supply Inc

Industrials
-1.14K
- 32.67%
$80.05 - $102.8 $91.3K - $117K
2.35K $203K
WFC
Wells Fargo & Company

Financial Services
-1.11K
- 6.84%
$51.58 - $60.97 $57.4K - $67.9K
15.2K $855K
TM
Toyota Motor Corp

Consumer Cyclical
-257
- 10.89%
$167.18 - $207.59 $43K - $53.4K
2.1K $375K
INTU
Intuit Inc

Technology
-39
- 1.73%
$602.97 - $670.49 $23.5K - $26.1K
2.22K $1.38M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-9.96K
- 43.62%
$13.75 - $18.24 $137K - $182K
12.9K $212K
MU
Micron Technology Inc

Technology
-28
- 0.86%
$86.27 - $136.82 $2.42K - $3.83K
3.22K $334K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.04K
- 23.09%
$84.77 - $97.13 $88.2K - $101K
3.47K $331K
PHM
Pultegroup Inc

Consumer Cyclical
-1.27K
- 42.3%
$103.95 - $144.98 $132K - $184K
1.73K $247K
SNPS
Synopsys Inc

Technology
-1
- 0.12%
$463.97 - $621.3 $464 - $621
866 $438K
F
Ford Motor CO

Consumer Cyclical
-1.02K
- 3.13%
$9.71 - $14.55 $9.88K - $14.8K
31.5K $333K
MCK
Mckesson Corp

Healthcare
-3
- 0.37%
$479.06 - $630.38 $1.44K - $1.89K
818 $404K
SVC
Service Properties Trust

Real Estate
-13.4K
- 55.26%
$4.32 - $6.1 $57.9K - $81.7K
10.9K $49K
GM
General Motors CO

Consumer Cyclical
-1.16K
- 10.92%
$39.95 - $49.9 $46.1K - $57.6K
9.42K $422K
IVE
Ishares S&P 500 Value ETF

ETFs
-561
- 17.88%
$181.06 - $197.17 $102K - $111K
2.58K $508K
CDNS
Cadence Design Systems Inc

Technology
-23
- 1.48%
$246.84 - $321.11 $5.68K - $7.39K
1.53K $413K
MEDP
Medpace Holdings, Inc.

Healthcare
-1
- 0.13%
$320.58 - $457.29 $321 - $457
756 $252K
PSX
Phillips 66

Energy
-6
- 0.1%
$125.0 - $147.17 $750 - $883
5.77K $758K
SCHW
Schwab Charles Corp

Financial Services
-74
- 1.4%
$61.74 - $76.08 $4.57K - $5.63K
5.23K $338K
APH
Amphenol Corp

Technology
-392
- 3.3%
$58.39 - $70.41 $22.9K - $27.6K
11.5K $748K
ICLR
Icon PLC

Healthcare
-39
- 2.53%
$280.48 - $346.2 $10.9K - $13.5K
1.5K $431K
CDW
Cdw Corp

Technology
-222
- 14.66%
$206.67 - $239.84 $45.9K - $53.2K
1.29K $292K
CPRT
Copart Inc

Consumer Cyclical
-507
- 5.21%
$49.19 - $55.54 $24.9K - $28.2K
9.23K $483K
BAC
Bank Of America Corp

Financial Services
-1.04K
- 2.68%
$36.65 - $44.13 $38.2K - $46K
37.8K $1.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-528
- 5.97%
$520.18 - $576.82 $275K - $305K
8.32K $4.8M
SLB
Schlumberger Limited

Energy
-60
- 0.77%
$39.57 - $49.67 $2.37K - $2.98K
7.71K $323K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-4.69K
- 23.22%
$10.51 - $11.28 $49.3K - $52.9K
15.5K $175K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.84K
- 8.3%
$38.81 - $41.41 $71.2K - $76K
20.3K $839K
Activity Summary
Buys All Purchases 202 New Holdings 64 Increased Positions 138 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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