Pinnacle Family Advisors, LLC Msci Eafe Growth ETF Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 5,356 shares of EFG stock, worth $544,223. This represents 0.34% of its overall portfolio holdings.

Number of Shares

5,356

Previous 3,854 38.97%

Holding current value

$544,223

Previous $394,000 46.19%

% of portfolio

0.34%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$96.84 - $108.77 $145,453 - $163,372	1,502 Added 38.97%	5,356 $576,000
Q2 2024 Aug 14, 2024	SELL	$97.17 - $106.25 $71,517 - $78,200	-736 Reduced 16.03%	3,854 $394,000
Q1 2024 May 15, 2024	BUY	$93.77 - $104.85 $36,757 - $41,101	392 Added 9.34%	4,590 $476,000
Q4 2023 Feb 14, 2024	SELL	$82.53 - $96.98 $80,384 - $94,458	-974 Reduced 18.83%	4,198 $406,000
Q3 2023 Nov 14, 2023	SELL	$85.55 - $97.39 $75,198 - $85,605	-879 Reduced 14.53%	5,172 $446,000
Q2 2023 Aug 14, 2023	BUY	$93.15 - $96.95 $142,240 - $148,042	1,527 Added 33.75%	6,051 $577,000
Q1 2023 May 15, 2023	BUY	$84.36 - $93.68 $19,234 - $21,359	228 Added 5.31%	4,524 $423,000
Q4 2022 Feb 10, 2023	SELL	$72.2 - $88.14 $17,689 - $21,594	-245 Reduced 5.4%	4,296 $359,000
Q3 2022 Nov 14, 2022	BUY	$71.9 - $88.11 $69,671 - $85,378	969 Added 27.13%	4,541 $329,000
Q2 2022 Aug 15, 2022	SELL	$77.95 - $97.78 $58,540 - $73,432	-751 Reduced 17.37%	3,572 $287,000
Q1 2022 May 16, 2022	SELL	$87.3 - $110.53 $39,372 - $49,849	-451 Reduced 9.45%	4,323 $416,000
Q4 2021 Feb 14, 2022	BUY	$105.06 - $113.44 $122,499 - $132,271	1,166 Added 32.32%	4,774 $527,000
Q3 2021 Nov 12, 2021	SELL	$105.79 - $113.94 $634 - $683	-6 Reduced 0.17%	3,608 $384,000
Q2 2021 Aug 16, 2021	SELL	$102.07 - $109.39 $10,921 - $11,704	-107 Reduced 2.88%	3,614 $388,000
Q1 2021 May 14, 2021	BUY	$97.17 - $105.39 $35,758 - $38,783	368 Added 10.98%	3,721 $374,000
Q4 2020 Feb 16, 2021	BUY	$86.3 - $101.51 $289,363 - $340,363	3,353 New	3,353 $338,000

Others Institutions Holding EFG

# of Institutions

1,008

Shares Held

140M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Account

Pinnacle Family Advisors, LLC Msci Eafe Growth ETF Transaction History