Pinnacle Family Advisors, LLC First Tr Large Cap Core Alphde Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$72.22 - $85.49 $3,611 - $4,274	-50 Reduced 1.17%	4,219 $305,000
Q4 2021 Feb 14, 2022	SELL	$85.05 - $92.98 $2,296 - $2,510	-27 Reduced 0.63%	4,269 $394,000
Q3 2021 Nov 12, 2021	SELL	$83.64 - $90.11 $1,421 - $1,531	-17 Reduced 0.39%	4,296 $366,000
Q2 2021 Aug 16, 2021	SELL	$81.03 - $86.09 $1,863 - $1,980	-23 Reduced 0.53%	4,313 $370,000
Q1 2021 May 14, 2021	BUY	$72.33 - $80.81 $12,223 - $13,656	169 Added 4.06%	4,336 $347,000
Q4 2020 Feb 16, 2021	BUY	$62.92 - $73.69 $10,193 - $11,937	162 Added 4.04%	4,167 $306,000
Q2 2020 Aug 12, 2020	BUY	$45.01 - $64.77 $180,265 - $259,403	4,005 New	4,005 $238,000
Q1 2020 May 13, 2020	SELL	$40.79 - $67.43 $163,363 - $270,057	-4,005 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$58.58 - $65.36 $134,792 - $150,393	-2,301 Reduced 36.49%	4,005 $261,000
Q3 2019 Nov 14, 2019	BUY	$58.19 - $62.91 $581 - $629	10 Added 0.16%	6,306 $384,000
Q2 2019 Aug 14, 2019	BUY	$57.03 - $61.75 $399 - $432	7 Added 0.11%	6,296 $386,000
Q1 2019 May 15, 2019	SELL	$51.09 - $59.72 $12,465 - $14,571	-244 Reduced 3.73%	6,289 $374,000
Q4 2018 Feb 14, 2019	BUY	$48.95 - $62.51 $587 - $750	12 Added 0.18%	6,533 $340,000
Q3 2018 Nov 14, 2018	SELL	$59.23 - $63.04 $447,245 - $476,015	-7,551 Reduced 53.66%	6,521 $407,000
Q2 2018 Aug 14, 2018	SELL	$57.1 - $61.33 $6.87 Million - $7.38 Million	-120,387 Reduced 89.53%	14,072 $835,000
Q1 2018 May 15, 2018	BUY	$56.53 - $62.78 $6.71 Million - $7.46 Million	118,784 Added 757.79%	134,459 $7.86 Million
Q4 2017 Feb 13, 2018	SELL	$55.16 - $58.97 $6.71 Million - $7.17 Million	-121,617 Reduced 88.58%	15,675 $918,000
Q3 2017 Nov 13, 2017	BUY	$54.3 - $54.9 $393,729 - $398,079	7,251 Added 5.58%	137,292 $7.54 Million
Q2 2017 Sep 08, 2017	BUY	N/A	123,557 Added 1905.57%	130,041 $6.91 Million
Q1 2017 Sep 08, 2017	SELL	N/A	-49,260 Reduced 88.37%	6,484 $335,000
Q4 2016 Aug 30, 2017	BUY	N/A	55,744	55,744 $2.72 Million

Others Institutions Holding FEX

# of Institutions

221

Shares Held

7.27M

Call Options Held

Put Options Held

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