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Company Main View
Name:
Pinnacle Family Advisors LLC
City:
Springfield
State:
MO
Zip:
65807
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
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
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged 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
LOW
Lowes Companies Inc
66
-
$231.58
$404,000
1,813
0.24%
27,000
0
0
Home Improvement Stores
VTI
Vanguard Total Stock Market...
80
-
$259.45
$267,000
1,125
0.16%
28,000
0
0
Closed - End Fund - E...
MSFT
Microsoft Corp
81
-
$416.56
$261,000
693
0.15%
42,000
0
0
Application Software
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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