Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE WEALTH MANAGEMENT GROUP INC | 04-24-2024 | 03-31-2024 | 109 | 134,593,956 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 0-5 YR TIPS ETF | 1 | $8,092,135 | 81,385 | 0.01 | 0.01 | -5,602 | -6.44 | 03-31-2024 |
| ISHARES TR | 0-3 MNTH TREASRY | 2 | $6,659,247 | 66,123 | 0.00 | 66,123 | +Inf | 03-31-2024 | |
| MICROSOFT CORP | COM | 3 | $6,113,482 | 14,531 | 0.00 | 0.00 | 204 | 1.42 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 4 | $5,921,159 | 60,457 | 0.00 | 60,457 | +Inf | 03-31-2024 |
