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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Intermediate Term Treas Index | INTER TERM TREAS | 51 | $952,759 | 16,362 | 0.00 | 0.00 | 200 | 1.24 | 06-30-2024 |
| Vanguard Sector Index Fds | REAL ESTATE ETF | 52 | $951,558 | 11,361 | 0.00 | 0.00 | -390 | -3.32 | 06-30-2024 |
| Coca Cola Co Com | COM | 53 | $946,221 | 14,866 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Schwab Strategic Tr US Dividend Eq | US DIVIDEND EQ | 54 | $941,518 | 12,108 | 0.00 | 0.00 | -909 | -6.98 | 06-30-2024 |
