Pinnacle Wealth Management Advisory Group, LLC SCZ Holdings History
Pinnacle Wealth Management Advisory Group, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 45,938.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $2.92 Mil. This investment constitutes 0.27% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2015Q1. And since then Pinnacle Wealth Management Advisory Group, LLC has made 19 purchases of SCZ, at an average price of $60.57, for a total of 223,726.00 shares. In addition, there have been 9 sales at an average price of $58.11 for 177,788.00 shares. Based on historical transaction data and SCZ's current price of $72.75, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his SCZ holdings is $122,991.26, reflecting a 0.91% gain to date.
Pinnacle Wealth Management Advisory Group, LLC SCZ ($72.75) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC SCZ ($72.75) 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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