Pinnacle Family Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$59.44 - $59.7 $3.34 Million - $3.36 Million	56,243 Added 588.56%	65,799 $3.92 Million
Q4 2022 Feb 10, 2023	SELL	$59.27 - $59.6 $4.98 Million - $5 Million	-83,956 Reduced 89.78%	9,556 $568,000
Q3 2022 Nov 14, 2022	BUY	$59.32 - $59.5 $5 Million - $5.02 Million	84,365 Added 922.32%	93,512 $5.55 Million
Q2 2022 Aug 15, 2022	SELL	$59.38 - $59.57 $593 - $595	-10 Reduced 0.11%	9,147 $543,000
Q1 2022 May 16, 2022	SELL	$59.48 - $59.8 $285,682 - $287,219	-4,803 Reduced 34.41%	9,157 $545,000
Q4 2021 Feb 14, 2022	SELL	$59.79 - $59.95 $58,713 - $58,870	-982 Reduced 6.57%	13,960 $835,000
Q3 2021 Nov 12, 2021	BUY	$59.92 - $59.96 $335,252 - $335,476	5,595 Added 59.86%	14,942 $896,000
Q2 2021 Aug 16, 2021	BUY	$59.94 - $59.99 $29,970 - $29,995	500 Added 5.65%	9,347 $560,000
Q1 2021 May 14, 2021	BUY	$59.97 - $60.06 $22,788 - $22,822	380 Added 4.49%	8,847 $531,000
Q4 2020 Feb 16, 2021	SELL	$60.02 - $60.09 $148,789 - $148,963	-2,479 Reduced 22.65%	8,467 $508,000
Q3 2020 Nov 16, 2020	BUY	$60.0 - $60.11 $480 - $480	8 Added 0.07%	10,946 $657,000
Q2 2020 Aug 12, 2020	BUY	$59.02 - $60.06 $826 - $840	14 Added 0.13%	10,938 $656,000
Q1 2020 May 13, 2020	BUY	$57.71 - $60.22 $294,321 - $307,122	5,100 Added 87.57%	10,924 $645,000
Q4 2019 Feb 14, 2020	SELL	$60.05 - $60.17 $262,778 - $263,303	-4,376 Reduced 42.9%	5,824 $350,000
Q3 2019 Nov 14, 2019	BUY	$60.04 - $60.19 $612,408 - $613,938	10,200 New	10,200 $613,000
Q2 2019 Aug 14, 2019	SELL	$59.97 - $60.16 $259,370 - $260,191	-4,325 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$59.84 - $60.09 $2.25 Million - $2.26 Million	-37,575 Reduced 89.68%	4,325 $259,000
Q4 2018 Feb 14, 2019	BUY	$59.79 - $60.07 $2.51 Million - $2.52 Million	41,900 New	41,900 $2.51 Million
Q3 2018 Nov 14, 2018	SELL	$59.96 - $60.1 $24 Million - $24 Million	-400,000 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$59.95 - $60.06 $24 Million - $24 Million	400,000 New	400,000 $24 Million
Q3 2017 Nov 13, 2017	SELL	$59.99 - $60.0 $18.9 Million - $18.9 Million	-315,200 Closed	0 $0
Q2 2017 Sep 08, 2017	BUY	N/A	177,605 Added 129.08%	315,200 $18.9 Million
Q1 2017 Sep 08, 2017	BUY	N/A	137,595	137,595 $8.25 Million

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# of Institutions

423

Shares Held

82.3M

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