Number of Shares
4,972.00
Current Holdings Value*
$347,100.00
% of Portfolio
0.24%
Total Estimate Gain
$275,329.75
% of Total Estimate Gain
5.88%

Pinnacle Wealth Management Group, Inc.'s iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-03-31, Pinnacle Wealth Management Group, Inc. held 4,972.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $347,100.00. This investment constitutes 0.24% of their stock portfolio, and Pinnacle Wealth Management Group, Inc. now holds 0% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2024Q1. And since then Pinnacle Wealth Management Group, Inc. has made 4 purchases of IXUS, at an average price of $66.03, for a total of 70,976.00 shares. In addition, there have been 1 sales at an average price of $69.34 for 66,004.00 shares. Based on historical transaction data and IXUS's current price of $77.40, Pinnacle Wealth Management Group, Inc.'s estimated gain on his IXUS holdings is $275,329.75, reflecting a 5.88% gain to date.

Pinnacle Wealth Management Group, Inc. IXUS ($77.40) Holding Chart

Pinnacle Wealth Management Group, Inc. IXUS ($77.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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