Pinnacle Family Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 9,928 shares of LMBS stock, worth $488,556. This represents 0.26% of its overall portfolio holdings.

Number of Shares

9,928

Previous 9,508 4.42%

Holding current value

$488,556

Previous $469,000 2.99%

% of portfolio

0.26%

Previous 0.27%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$48.48 - $49.47 $20,361 - $20,777	420 Added 4.42%	9,928 $483,000
Q3 2024 Nov 14, 2024	BUY	$47.95 - $49.61 $18,748 - $19,397	391 Added 4.29%	9,508 $469,000
Q2 2024 Aug 14, 2024	BUY	$47.58 - $48.41 $84,169 - $85,637	1,769 Added 24.07%	9,117 $438,000
Q1 2024 May 15, 2024	SELL	$47.95 - $48.49 $7,240 - $7,321	-151 Reduced 2.01%	7,348 $354,000
Q4 2023 Feb 14, 2024	BUY	$46.58 - $48.36 $13,647 - $14,169	293 Added 4.07%	7,499 $362,000
Q3 2023 Nov 14, 2023	BUY	$47.15 - $47.94 $337,499 - $343,154	7,158 Added 14912.5%	7,206 $340,000
Q2 2023 Aug 14, 2023	SELL	$47.5 - $48.33 $799,092 - $813,055	-16,823 Reduced 99.72%	48 $2,000
Q1 2023 May 15, 2023	SELL	$47.34 - $48.21 $393,632 - $400,866	-8,315 Reduced 33.01%	16,871 $807,000
Q4 2022 Feb 10, 2023	BUY	$46.64 - $47.85 $96,218 - $98,714	2,063 Added 8.92%	25,186 $1.19 Million
Q3 2022 Nov 14, 2022	SELL	$47.35 - $48.58 $9,706 - $9,958	-205 Reduced 0.88%	23,123 $1.1 Million
Q2 2022 Aug 15, 2022	BUY	$47.98 - $48.96 $413,683 - $422,133	8,622 Added 58.63%	23,328 $1.13 Million
Q1 2022 May 16, 2022	BUY	$48.85 - $50.03 $3,272 - $3,352	67 Added 0.46%	14,706 $720,000
Q4 2021 Feb 14, 2022	SELL	$49.97 - $50.67 $106,136 - $107,623	-2,124 Reduced 12.67%	14,639 $732,000
Q3 2021 Nov 12, 2021	SELL	$50.52 - $50.94 $59,310 - $59,803	-1,174 Reduced 6.55%	16,763 $848,000
Q2 2021 Aug 16, 2021	SELL	$50.83 - $51.19 $408,673 - $411,567	-8,040 Reduced 30.95%	17,937 $913,000
Q1 2021 May 14, 2021	BUY	$51.0 - $51.58 $125,766 - $127,196	2,466 Added 10.49%	25,977 $1.33 Million
Q4 2020 Feb 16, 2021	BUY	$51.39 - $51.73 $1.21 Million - $1.22 Million	23,511 New	23,511 $1.21 Million

Others Institutions Holding LMBS

# of Institutions

447

Shares Held

78.3M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Pinnacle Family Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History