Pinnacle Family Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Pinnacle Family Advisors, LLC

$170 Million
Q1 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$29.96 - $30.68 $37,390 - $38,288	-1,248 Reduced 3.35%	36,002 $1.1 Million
Q4 2022 Feb 10, 2023	BUY	$30.25 - $30.41 $457,531 - $459,951	15,125 Added 68.36%	37,250 $1.13 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-2,005 Reduced 8.31%	22,125 $670,000
Q2 2022 Aug 15, 2022	BUY	N/A	13,752 Added 132.51%	24,130 $727,000
Q1 2022 May 16, 2022	BUY	N/A	10,378 New	10,378 $316,000

Q2 2020 Aug 12, 2020	SELL	N/A	-15,322 Closed	0 $0
Q1 2020 May 13, 2020	SELL	N/A	-12,169 Reduced 44.27%	15,322 $450,000
Q4 2019 Feb 14, 2020	BUY	N/A	337 Added 1.24%	27,491 $845,000
Q3 2019 Nov 14, 2019	BUY	N/A	3,253 Added 13.61%	27,154 $835,000
Q2 2019 Aug 14, 2019	BUY	N/A	394 Added 1.68%	23,901 $734,000
Q1 2019 May 15, 2019	SELL	N/A	-2,032 Reduced 7.96%	23,507 $722,000
Q4 2018 Feb 14, 2019	SELL	N/A	-820 Reduced 3.11%	25,539 $776,000
Q3 2018 Nov 14, 2018	SELL	N/A	-38,125 Reduced 59.12%	26,359 $812,000
Q2 2018 Aug 14, 2018	BUY	N/A	64,484 New	64,484 $1.98 Million
Q2 2017 Sep 08, 2017	SELL	N/A	-15,824 Closed	0 $0
Q1 2017 Sep 08, 2017	BUY	N/A	15,824	15,824 $486,000

Others Institutions Holding FLRN

# of Institutions

326

Shares Held

53.8M

Call Options Held

200

Put Options Held

0

About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
Sector ETFs
Industry ETFs

More about FLRN

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.