Pinnacle Family Advisors, LLC First Tr Lge Cap Growth Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$115.51 - $131.45 $4,273 - $4,863	37 Added 1.24%	3,015 $396,000
Q2 2024 Aug 14, 2024	SELL	$113.42 - $123.87 $46,048 - $50,291	-406 Reduced 12.0%	2,978 $364,000
Q1 2024 May 15, 2024	BUY	$106.19 - $123.93 $1,061 - $1,239	10 Added 0.3%	3,384 $417,000
Q4 2023 Feb 14, 2024	SELL	$91.56 - $110.04 $147,411 - $177,164	-1,610 Reduced 32.3%	3,374 $369,000
Q3 2023 Nov 14, 2023	SELL	$95.63 - $104.25 $11,571 - $12,614	-121 Reduced 2.37%	4,984 $482,000
Q2 2023 Aug 14, 2023	SELL	$90.91 - $101.29 $2,727 - $3,038	-30 Reduced 0.58%	5,105 $517,000
Q1 2023 May 15, 2023	SELL	$88.58 - $96.32 $708 - $770	-8 Reduced 0.16%	5,135 $477,000
Q4 2022 Feb 10, 2023	SELL	$85.68 - $98.48 $20,477 - $23,536	-239 Reduced 4.44%	5,143 $470,000
Q3 2022 Nov 14, 2022	BUY	$85.55 - $100.9 $12,832 - $15,135	150 Added 2.87%	5,382 $460,000
Q2 2022 Aug 15, 2022	BUY	$85.37 - $107.56 $27,745 - $34,957	325 Added 6.62%	5,232 $461,000
Q1 2022 May 16, 2022	BUY	$97.1 - $118.68 $22,138 - $27,059	228 Added 4.87%	4,907 $524,000
Q4 2021 Feb 14, 2022	SELL	$109.29 - $124.15 $94,098 - $106,893	-861 Reduced 15.54%	4,679 $563,000
Q3 2021 Nov 12, 2021	SELL	$107.61 - $119.12 $27,763 - $30,732	-258 Reduced 4.45%	5,540 $615,000
Q2 2021 Aug 16, 2021	BUY	$96.28 - $110.18 $12,516 - $14,323	130 Added 2.29%	5,798 $636,000
Q1 2021 May 14, 2021	BUY	$91.91 - $106.03 $74,814 - $86,308	814 Added 16.77%	5,668 $553,000
Q4 2020 Feb 16, 2021	BUY	$82.44 - $98.61 $400,163 - $478,652	4,854 New	4,854 $469,000
Q4 2019 Feb 14, 2020	SELL	$68.07 - $73.17 $381,600 - $410,191	-5,606 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$68.0 - $72.64 $59,704 - $63,777	878 Added 18.57%	5,606 $392,000
Q2 2019 Aug 14, 2019	BUY	$65.23 - $70.9 $308,407 - $335,215	4,728 New	4,728 $333,000

Others Institutions Holding FTC

# of Institutions

214

Shares Held

5.74M

Call Options Held

0

Put Options Held

0

About FIRST TR LGE CAP GROWTH

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