Pinnacle Family Advisors, LLC First Trust Small Cap Transaction History
Pinnacle Family Advisors, LLC
- $171 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding FYT
# of Institutions
75Shares Held
2.69MCall Options Held
0Put Options Held
0-
Simplicity Wealth,Llc290KShares$16.1 Million1.55% of portfolio
-
Sawtooth Solutions, LLC274KShares$15.2 Million0.41% of portfolio
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Blueprint Investment Partners LLC Greensboro, NC256KShares$14.2 Million3.11% of portfolio
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Wells Fargo & Company San Francisco, CA241KShares$13.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC237KShares$13.2 Million0.01% of portfolio