Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE PRIVATE WEALTH LLC | 06-30-2022 | 06-30-2022 | 272 | 255,503,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $30,955,000 | 226,414 | 12.12 | 16.16 | -70,692 | -23.79 | 06-30-2022 |
| ISHARES TR | CORE S&P500 ETF | 2 | $9,139,000 | 24,103 | 3.58 | 3.22 | 1,331 | 5.84 | 06-30-2022 |
| MICROSOFT CORP | COM | 3 | $5,384,000 | 20,962 | 2.11 | 1.55 | 4,879 | 30.34 | 06-30-2022 |
| ISHARES TR | RUS 1000 GRW ETF | 4 | $5,379,000 | 24,594 | 2.11 | 1.95 | 2,105 | 9.36 | 06-30-2022 |
