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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | SHORT S&P 500 NE | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,771 | -3.71 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 52 | $1,638,906 | 15,575 | 0.00 | 0.00 | -1,363 | -8.05 | 12-31-2023 |
| ISHARES TR | U.S. TECH ETF | 53 | $1,612,162 | 13,134 | 0.00 | 0.00 | -1,696 | -11.44 | 12-31-2023 |
| TIDAL ETF TR II | THE MEET KEVIN | Liquidated | $0 | 0 | 0.00 | 0.00 | 17,400 | 41.40 | 12-31-2023 |
