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Name: |
Pinnacle Financial Group LLC / IL |
City: |
Western Springs |
State: |
IL |
Zip: |
60558 |
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Holdings
Found :
14 |
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Unchanged Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
VXUS |
Vanguard Total Internationa... |
33 |
- |
$60.59 |
$982,000 |
16,285 |
0.43% |
38,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
IJK |
iShares S&P mC400/BARRA GR |
40 |
- |
$87.95 |
$546,000 |
5,986 |
0.24% |
72,000 |
0 |
0.005 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
41 |
- |
$182.02 |
$516,000 |
2,860 |
0.23% |
82,000 |
0 |
0 |
Internet Software & S... |
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TIP |
iShares Lehman TIPS Bond |
42 |
- |
$105.87 |
$512,000 |
4,769 |
0.22% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
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VOOV |
Vanguard S&P 500 Value Etf |
44 |
- |
$174.16 |
$451,000 |
2,500 |
0.2% |
31,000 |
0 |
0.02 |
N/A |
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SDY |
streetTRACKS Series Trust -... |
45 |
- |
$126.67 |
$444,000 |
3,380 |
0.19% |
22,000 |
0 |
0.002 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
48 |
- |
$107.10 |
$417,000 |
3,776 |
0.18% |
8,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VTC |
Vanguard Total Corporate Bond |
51 |
- |
$0.00 |
$370,000 |
4,835 |
0.16% |
-5,000 |
0 |
0.046 |
N/A |
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XOM |
Exxon Mobil Corp |
54 |
- |
$113.63 |
$354,000 |
3,046 |
0.16% |
49,000 |
0 |
0 |
Integrated Oil & Gas |
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BNDX |
Vanguard Total Internationa... |
53 |
- |
$48.24 |
$354,000 |
7,200 |
0.16% |
-1,000 |
0 |
0.001 |
N/A |
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XLF |
SPDR Financial Sector |
59 |
- |
$40.82 |
$265,000 |
6,287 |
0.12% |
29,000 |
0 |
0 |
Closed - End Fund - E... |
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IEFA |
Ishares Core Msci Eafe |
61 |
- |
$0.00 |
$249,000 |
3,350 |
0.11% |
13,000 |
0 |
0 |
N/A |
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ABBV |
Abbvie Inc. |
62 |
- |
$154.79 |
$247,000 |
1,356 |
0.11% |
37,000 |
0 |
0 |
Drug Manufacturers - ... |
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GEVO |
Gevo Inc |
65 |
- |
$0.70 |
$8,000 |
10,850 |
0% |
-5,000 |
0 |
0.009 |
Diversified Chemicals |
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