Pinnacle Family Advisors, LLC First Trust Mid Cap Value Alph Transaction History
Pinnacle Family Advisors, LLC
- $183 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FNK
# of Institutions
67Shares Held
2.96MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ1.33MShares$72.5 Million10.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC262KShares$14.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA249KShares$13.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY228KShares$12.5 Million0.0% of portfolio
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Ubs Group Ag68.4KShares$3.74 Million0.0% of portfolio