Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE BANCORP INC | 07-15-2024 | 06-30-2024 | 848 | 338,666,882 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DFA Tax Managed International Value ETF | INTERNATNAL VAL | 201 | $221,318 | 6,158 | 0.00 | 0.00 | -51 | -0.82 | 06-30-2024 |
| Spdr Series Trust Portfolio High Yield Bond Etf | PORTFLI HIGH YLD | 202 | $221,150 | 9,520 | 0.00 | 9,520 | +Inf | 06-30-2024 | |
| Vanguard Health Care ETF | HEALTH CAR ETF | 203 | $220,248 | 828 | 0.00 | 828 | +Inf | 06-30-2024 | |
| Ishares Trust Ibonds Dec 2027 Term Treasury Etf | IBONDS 27 TRM TS | 204 | $219,558 | 9,946 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
