Pinnacle Family Advisors, LLC First Tr Large Cap Value Transaction History
Pinnacle Family Advisors, LLC
- $171 Million
- Q3 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 9,235 shares of FTA stock, worth $733,166. This represents 0.43% of its overall portfolio holdings.
Number of Shares
9,235
Previous 9,250
0.16%
Holding current value
$733,166
Previous $680,000
7.35%
% of portfolio
0.43%
Previous 0.42%
Shares
18 transactions
Others Institutions Holding FTA
# of Institutions
209Shares Held
10.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$164 Million0.01% of portfolio
-
Ubs Group Ag878KShares$69.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC797KShares$63.3 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$43.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC297KShares$23.6 Million0.0% of portfolio