SEC 13F Intelligence

Pinnacle Private Wealth, LLC / NEAR

Pinnacle Private Wealth, LLC’s Ishares U S Etf Tr Position

Does Pinnacle Private Wealth, LLC own Ishares U S Etf Tr (NEAR)? Yes69.9K shares worth $3M (+1.35% of its 13F portfolio) as of Q2 2022, up from 62.1K shares the prior filed quarter.

Position Value
$3M
Q2 2022
Shares
69.9K
% of Portfolio
+1.35%
Quarters Held
3
currently held

Position History NEAR

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $3MQ1 ’22Q2 ’22: $3MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202269.9K$3M+1.35%
Q1 202262.1K$3M+0.96%
Q4 202158.7K$3M+0.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pinnacle Private Wealth, LLC’s full portfolio or all institutional holders of NEAR.