Pinnacle Family Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 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	$30.19 - $30.41 $456,623 - $459,951	15,125 Added 68.36%	37,250 $1.13 Million
Q3 2022 Nov 14, 2022	SELL	$30.11 - $30.44 $60,370 - $61,032	-2,005 Reduced 8.31%	22,125 $670,000
Q2 2022 Aug 15, 2022	BUY	$30.11 - $30.51 $414,072 - $419,573	13,752 Added 132.51%	24,130 $727,000
Q1 2022 May 16, 2022	BUY	$30.36 - $30.62 $315,076 - $317,774	10,378 New	10,378 $316,000
Q2 2020 Aug 12, 2020	SELL	$29.44 - $30.48 $451,079 - $467,014	-15,322 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$26.27 - $30.83 $319,679 - $375,170	-12,169 Reduced 44.27%	15,322 $450,000
Q4 2019 Feb 14, 2020	BUY	$30.67 - $30.78 $10,335 - $10,372	337 Added 1.24%	27,491 $845,000
Q3 2019 Nov 14, 2019	BUY	$30.69 - $30.76 $99,834 - $100,062	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

336

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

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