Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PINNACLE WEALTH ADVISORS 07-21-2021 06-30-2021 967 2,470,796,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
TRANE TECHNOLOGIES PLC SHS 401 $44,000 238 0.00 238 +Inf 06-30-2021
AVANGRID INC COM 402 $42,000 820 0.00 820 +Inf 06-30-2021
NEW YORK CITY REIT INC COM 403 $41,000 3,126 0.00 3,126 +Inf 06-30-2021
VAIL RESORTS INC COM 404 $40,000 127 0.00 127 +Inf 06-30-2021
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