Pinnacle Wealth Planning Services’s iShares S&P 100 ETF OEF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OEF Stock Details OEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$31.4K	Buy
2022 Q2	–	Hold
2022 Q1	–	Hold
2021 Q1	–	Hold
2020 Q4	–	Hold