Pinnacle Family Advisors, LLC Purchases in Q4 2024

Pinnacle Family Advisors, LLC

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FEP
First Trust Europe Alphadex Fu

ETFs
498
+ 9.27%
$35.46 - $38.46 $17.7K - $19.2K
5.87K $210K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
5.8K
New
N/A
5.8K $0
Tidal Tr Ii
51K
+ 7.61%
N/A
720K $0
Blackrock ETF Trust Ii
4.99K
New
N/A
4.99K $0
First Tr Exchange Traded Fd
4.41K
+ 19.21%
N/A
27.4K $0
FTGS
First Tr Exchange Traded Fd Gr
22.1K
+ 94.52%
N/A
45.5K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 1.11%
$442.29 - $483.08 $4.87K - $5.31K
1K $454K
FDT
First Trust Developed Markets

ETFs
379
+ 4.81%
$53.27 - $57.72 $20.2K - $21.9K
8.26K $446K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
20.6K
+ 107.57%
$22.63 - $47.53 $466K - $979K
39.8K $902K
FTA
First Tr Large Cap Value

ETFs
169
+ 1.83%
$75.21 - $83.49 $12.7K - $14.1K
9.4K $719K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24
+ 0.29%
$113.92 - $127.38 $2.73K - $3.06K
8.43K $971K
DFAE
Dimensional ETF Tr

ETFs
181
+ 1.58%
$25.36 - $28.15 $4.59K - $5.1K
11.6K $294K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
143
+ 3.19%
$63.27 - $70.31 $9.05K - $10.1K
4.63K $293K
EFG
Msci Eafe Growth ETF

ETFs
324
+ 6.05%
$96.83 - $106.88 $31.4K - $34.6K
5.68K $549K
DVY
Ishares Tr

ETFs
245
+ 1.58%
$129.55 - $143.41 $31.7K - $35.1K
15.7K $2.06M
VNQ
Vanguard Specialized Funds Van

ETFs
410
+ 5.26%
$87.85 - $98.6 $36K - $40.4K
8.21K $731K
LGOV
First Tr ETF Iv Long Duration

ETFs
2.89K
+ 4.83%
$20.75 - $22.49 $60.1K - $65.1K
62.8K $1.31M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
99
+ 0.84%
$34.13 - $37.35 $3.38K - $3.7K
11.9K $406K
NEE
Nextera Energy Inc

Utilities
4
+ 0.14%
$69.77 - $85.43 $279 - $342
2.93K $210K
DFAI
Dimensional ETF Tr

ETFs
181
+ 1.1%
$29.0 - $31.6 $5.25K - $5.72K
16.7K $486K
XOM
Exxon Mobil Corp

Energy
146
+ 2.19%
$105.51 - $125.37 $15.4K - $18.3K
6.81K $732K
IRM
Iron Mountain Inc

Real Estate
91
+ 1.66%
$101.62 - $128.14 $9.25K - $11.7K
5.57K $585K
ICF
Ishares Tr

ETFs
2.3K
+ 5.08%
$58.8 - $66.61 $135K - $153K
47.6K $2.87M
IBB
Ishares Biotechnology ETF

ETFs
986
+ 4.29%
$131.21 - $148.85 $129K - $147K
24K $3.17M
IGLB
Ishares 10+ Year Investment Gr

ETFs
467
+ 0.63%
$49.36 - $53.72 $23.1K - $25.1K
74.3K $3.67M
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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