Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE FAMILY ADVISORS LLC | 02-14-2024 | 12-31-2023 | 93 | 170,100,848 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $20,047,565 | 41,973 | 0.01 | 0.02 | -29,916 | -41.61 | 12-31-2023 |
| TIDAL ETF TR II | PINNACLE FOCUSED | 2 | $14,789,963 | 608,633 | 0.01 | 0.00 | 364,439 | 149.24 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $12,273,337 | 29,970 | 0.01 | 0.01 | 4,171 | 16.17 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $10,993,137 | 23,128 | 0.01 | 0.00 | 13,222 | 133.47 | 12-31-2023 |
