Pinnacle Family Advisors, LLC Fidelity Covington Tr Momentum Transaction History
Pinnacle Family Advisors, LLC
- $162 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding FDMO
# of Institutions
74Shares Held
2.87MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.17MShares$86.8 Million0.03% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH227KShares$16.9 Million1.93% of portfolio
-
Portfolio Strategies, Inc.146KShares$10.8 Million1.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL133KShares$9.89 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL119KShares$8.86 Million0.0% of portfolio