Pinnacle Financial Group, LLC Purchases in Q3 2024

Pinnacle Financial Group, LLC

  • $252 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.9K
+ 40.27%
$96.25 - $101.98 $1.53M - $1.62M
55.4K $5.61M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.45K
+ 8.64%
$66.31 - $74.08 $626K - $700K
119K $8.72M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.94K
+ 5.59%
$117.9 - $128.2 $465K - $505K
74.4K $9.54M
DVY
Ishares Tr

ETFs
1.84K
+ 3.17%
$119.99 - $135.74 $221K - $250K
60K $8.11M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.2K
+ 5.77%
$56.47 - $63.69 $407K - $459K
132K $8.32M
VB
Vanguard Small Cap ETF

ETFs
2.45K
+ 16.71%
$214.77 - $237.72 $526K - $582K
17.1K $4.06M
VBR
Vanguard Small Cap Value ETF

ETFs
2.27K
+ 11.69%
$179.99 - $201.6 $408K - $457K
21.7K $4.35M
EEM
Ishares Msci Emerging Markets

ETFs
3.87K
+ 2.86%
$40.42 - $46.7 $156K - $181K
139K $6.39M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
14.4K
New
$40.83 - $43.12 $589K - $622K
14.4K $618K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
23.4K
New
$20.94 - $22.17 $489K - $518K
23.4K $513K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
10.5K
New
$39.37 - $41.68 $413K - $438K
10.5K $434K
BOND
Pimco Active Bond Exchange Tra

ETFs
4.26K
New
$90.01 - $95.32 $383K - $406K
4.26K $402K
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.1K
New
$93.65 - $97.81 $384K - $401K
4.1K $401K
VOE
Vanguard Mid Cap Value Index F

ETFs
97
+ 0.58%
$149.02 - $167.67 $14.5K - $16.3K
16.8K $2.82M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.24K
New
$80.13 - $88.89 $260K - $288K
3.24K $286K
AAPL
Apple Inc.

Technology
30
+ 0.24%
$207.23 - $234.82 $6.22K - $7.04K
12.5K $2.92M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.39K
New
$79.29 - $84.02 $268K - $284K
3.39K $283K
XLV
Select Sector Spdr Fund Health

ETFs
1.79K
New
$143.3 - $157.24 $257K - $282K
1.79K $276K
VTI
Vanguard Total Stock Market Et

ETFs
148
+ 1.04%
$255.18 - $283.2 $37.8K - $41.9K
14.4K $4.07M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.22K
New
$31.18 - $33.5 $225K - $242K
7.22K $239K
VBK
Vanguard Small Cap Growth ETF

ETFs
526
+ 10.91%
$240.48 - $267.94 $126K - $141K
5.35K $1.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
429
+ 46.73%
$434.77 - $502.96 $187K - $216K
1.35K $657K
DGRO
Ishares Core Dividend Growth E

ETFs
3.43K
New
$57.47 - $62.76 $197K - $215K
3.43K $215K
LII
Lennox International Inc

Industrials
350
New
$523.72 - $620.83 $183K - $217K
350 $211K
DFAE
Dimensional ETF Tr

ETFs
4.32K
+ 7.21%
$24.46 - $27.82 $106K - $120K
64.2K $1.76M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.7K
+ 19.02%
$71.45 - $75.64 $121K - $128K
10.6K $797K
VTV
Vanguard Value ETF

ETFs
272
+ 4.68%
$159.75 - $174.57 $43.5K - $47.5K
6.08K $1.06M
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 7.64%
$245.82 - $304.51 $26.3K - $32.6K
1.51K $459K
IVW
Ishares S&P 500 Growth ETF

ETFs
227
+ 1.08%
$84.77 - $97.13 $19.2K - $22K
21.3K $2.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14
+ 0.06%
$57.32 - $62.65 $802 - $877
22.4K $1.39M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
541
+ 6.79%
$41.9 - $48.26 $22.7K - $26.1K
8.51K $407K
XLF
Financial Sector Spdr

ETFs
665
+ 11.44%
$40.84 - $45.74 $27.2K - $30.4K
6.48K $293K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
93
+ 2.21%
$105.53 - $118.34 $9.81K - $11K
4.3K $502K
VIG
Vanguard Dividend Appreciation

ETFs
347
+ 1.25%
$182.15 - $182.15 $63.2K - $63.2K
28.2K $5.14M
ABBV
Abb Vie Inc.

Healthcare
13
+ 0.97%
$163.84 - $199.33 $2.13K - $2.59K
1.36K $267K
DWM
Wisdomtree Tr

ETFs
2
+ 0.03%
$52.24 - $58.1 $104 - $116
7.53K $433K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.05%
$84.81 - $93.54 $254 - $281
5.99K $550K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
62
+ 1.35%
$55.06 - $62.25 $3.41K - $3.86K
4.66K $286K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5
+ 0.12%
$91.37 - $101.65 $457 - $508
4.27K $434K
XOM
Exxon Mobil Corp

Energy
77
+ 2.27%
$109.72 - $119.0 $8.45K - $9.16K
3.47K $407K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.17%
$113.41 - $125.62 $340 - $377
1.74K $218K
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.29%
$161.9 - $179.3 $971 - $1.08K
2.04K $347K
Pimco ETF Tr
16.5K
New
N/A
16.5K $0
ILCG
Ishares Morningstar Growth ETF
4
+ 0.02%
N/A
23.1K $0
Activity Summary
Buys All Purchases 45 New Holdings 12 Increased Positions 33 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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