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  Name: Pinnacle Family Advisors LLC
  City: Springfield
  State: MO
  Zip: 65807
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $170,107,000
  Total Value Change : $-4,403,000
  Securities Held Change : 5
   
All Securities Held : 93
  New Positions : 9
  Closed Positions : 8
  Increased Positions : 41
  Unchanged Positions : 3
  Decreased Positions : 40

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Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 94 Closed $110.88 $0 0 0% -705,000 -7,473 0    Closed - End Fund - E...
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 100 Closed $0.00 $0 0 0% -239,000 -10,836 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 99 Closed $60.79 $0 0 0% -1,473,000 -5,907 0    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 98 Closed $106.83 $0 0 0% -988,000 -9,526 0    Closed - End Fund - E...
   (OIH)1 Year Chart         OIH VANECK Vectors Oil Services... 97 Closed $324.95 $0 0 0% -274,000 -795 0    Closed - End Fund - E...
   (FTGC)1 Year Chart         FTGC First Trust Global Tactical... 96 Closed $24.17 $0 0 0% -748,000 -31,187 0    N/A
   (XHB)1 Year Chart         XHB SPDR S&P Homebuilders 95 Closed $110.00 $0 0 0% -255,000 -3,335 0    Closed - End Fund - E...
   (XLC)1 Year Chart         XLC Communication Services Sele... 101 Closed $82.53 $0 0 0% -356,000 -5,430 0    N/A

      8 Records Found
  1    
Page 1 of 1
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