Pinnacle Financial Group, LLC Purchases in Q2 2024

Pinnacle Financial Group, LLC

  • $232 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
25K
+ 3.78%
$24.84 - $27.2 $620K - $679K
686K $18.3M
AAPL
Apple Inc.

Technology
1.42K
+ 12.8%
$165.0 - $216.67 $234K - $307K
12.5K $2.63M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15K
+ 2.93%
$30.09 - $32.37 $450K - $484K
526K $17M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.17K
+ 9.16%
$66.16 - $71.7 $607K - $657K
109K $7.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
918
New
$414.65 - $485.21 $381K - $445K
918 $439K
MSFT
Microsoft Corp

Technology
902
New
$389.33 - $452.85 $351K - $408K
902 $403K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.01K
+ 6.03%
$114.71 - $121.51 $460K - $487K
70.5K $8.36M
NVDA
Nvidia Corp

Technology
4.67K
+ 1369.21%
$118.11 - $1224.4 $551K - $5.72M
5.01K $618K
EEM
Ishares Msci Emerging Markets

ETFs
1.04K
+ 0.78%
$39.71 - $43.79 $41.5K - $45.7K
135K $5.77M
VUG
Vanguard Growth ETF

ETFs
636
New
$322.46 - $377.11 $205K - $240K
636 $237K
LLY
Eli Lilly & CO

Healthcare
233
New
$724.87 - $909.04 $169K - $212K
233 $210K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.73K
New
$108.78 - $119.23 $189K - $207K
1.73K $205K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.58K
+ 2.11%
$56.22 - $60.47 $145K - $156K
125K $7.32M
GLD
Spdr Gold Trust

ETFs
14
+ 0.09%
$207.82 - $224.56 $2.91K - $3.14K
15.5K $3.34M
MCD
Mcdonalds Corp

Consumer Cyclical
611
+ 77.34%
$249.37 - $280.22 $152K - $171K
1.4K $357K
VO
Vanguard Mid Cap ETF

ETFs
829
+ 8.1%
$234.99 - $248.98 $195K - $206K
11.1K $2.68M
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 0.25%
$245.23 - $269.4 $8.58K - $9.43K
14.2K $3.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.36K
+ 3.58%
$95.11 - $97.92 $130K - $134K
39.5K $3.83M
VTV
Vanguard Value ETF

ETFs
595
+ 11.41%
$154.57 - $163.65 $92K - $97.4K
5.81K $931K
AMZN
Amazon Com Inc

Consumer Cyclical
197
+ 6.89%
$173.67 - $197.85 $34.2K - $39K
3.06K $590K
DVY
Ishares Tr

ETFs
1.38K
+ 2.43%
$115.73 - $125.75 $160K - $174K
58.2K $7.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
655
+ 8.96%
$40.83 - $44.89 $26.7K - $29.4K
7.97K $348K
XOM
Exxon Mobil Corp

Energy
351
+ 11.52%
$108.36 - $122.2 $38K - $42.9K
3.4K $391K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
430
+ 11.39%
$102.13 - $110.88 $43.9K - $47.7K
4.21K $448K
BND
Vanguard Bd Index Fd Inc Total

ETFs
424
+ 4.99%
$70.55 - $72.66 $29.9K - $30.8K
8.93K $643K
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.66K
+ 1.57%
$20.41 - $22.23 $95.1K - $104K
301K $6.65M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4
+ 0.09%
$87.24 - $97.37 $349 - $389
4.27K $412K
BNDX
Vanguard Total International B

ETFs
293
+ 4.07%
$48.24 - $49.07 $14.1K - $14.4K
7.49K $364K
VTC
Vanguard Scottsdale Fds Total

ETFs
175
+ 3.62%
$74.15 - $76.45 $13K - $13.4K
5.01K $379K
XLO
Xilio Therapeutics, Inc.

Healthcare
10K
New
$0.9 - $1.53 $9K - $15.3K
10K $9K
VDC
Vanguard Consumer Staples ETF

ETFs
53
+ 2.46%
$194.57 - $209.07 $10.3K - $11.1K
2.21K $448K
DFIC
Dimensional ETF Tr Dimensional

ETFs
14.2K
+ 1.77%
$25.73 - $27.44 $364K - $388K
813K $21.4M
GWW
W.W. Grainger, Inc.

Industrials
25
+ 12.5%
$879.03 - $1014.83 $22K - $25.4K
225 $203K
DWM
Wisdomtree Tr

ETFs
10
+ 0.13%
$52.54 - $56.44 $525 - $564
7.52K $404K
BOTZ
Global X Fds

ETFs
160
+ 0.62%
$28.65 - $31.95 $4.58K - $5.11K
26.1K $805K
VBK
Vanguard Small Cap Growth ETF

ETFs
69
+ 1.45%
$237.63 - $258.31 $16.4K - $17.8K
4.82K $1.21M
CAT
Caterpillar Inc

Industrials
3
+ 0.23%
$321.47 - $379.3 $964 - $1.14K
1.32K $438K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$56.43 - $60.79 $56.4 - $60.8
22.3K $1.31M
FINX
Global X Fds Fintech ETF (De)

ETFs
100
+ 0.46%
$24.69 - $27.3 $2.47K - $2.73K
21.7K $545K
VOE
Vanguard Mid Cap Value Index F

ETFs
189
+ 1.14%
$146.82 - $155.77 $27.7K - $29.4K
16.7K $2.51M
VNQ
Vanguard Specialized Funds Van

ETFs
184
+ 0.51%
$78.61 - $85.97 $14.5K - $15.8K
36.2K $3.03M
VBR
Vanguard Small Cap Value ETF

ETFs
460
+ 2.43%
$177.65 - $191.11 $81.7K - $87.9K
19.4K $3.54M
DFAS
Dimensional ETF Tr U S Small C

ETFs
114
+ 0.1%
$57.42 - $62.37 $6.55K - $7.11K
109K $6.54M
PRF
Invesco Exchange Traded Fd Tr

ETFs
99
+ 0.01%
$36.45 - $38.58 $3.61K - $3.82K
742K $28.2M
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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