Pinnacle Family Advisors, LLC Ishares Tr Transaction History
Pinnacle Family Advisors, LLC
- $162 Million
- Q2 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 6,595 shares of IHE stock, worth $464,815. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,595
Previous 4,980
32.43%
Holding current value
$464,815
Previous $338,000
29.29%
% of portfolio
0.27%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding IHE
# of Institutions
152Shares Held
5.91MCall Options Held
6.2KPut Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.44MShares$243 Million0.1% of portfolio
-
Mc Elhenny Sheffield Capital Management, LLC286KShares$20.1 Million6.56% of portfolio
-
Morgan Stanley New York, NY243KShares$17.2 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC183KShares$12.9 Million0.23% of portfolio
-
Rockport Wealth LLC Fairview Park, OH182KShares$12.8 Million5.1% of portfolio