Pinnacle Family Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History
Pinnacle Family Advisors, LLC
- $162 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding FPXI
# of Institutions
85Shares Held
1.97MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC353KShares$17.5 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA269KShares$13.4 Million0.0% of portfolio
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Morgan Stanley New York, NY216KShares$10.7 Million0.0% of portfolio
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Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.39 Million2.15% of portfolio
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Sfi Advisors, LLC Montclair, NJ76.6KShares$3.81 Million2.79% of portfolio