Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PINNACLE PRIVATE WEALTH LLC | 06-30-2022 | 06-30-2022 | 272 | 255,503,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 201 | $327,000 | 1,466 | 0.13 | 0.14 | -140 | -8.72 | 06-30-2022 |
GENERAL MTRS CO | COM | 202 | $325,000 | 10,239 | 0.13 | 0.17 | -2,121 | -17.16 | 06-30-2022 |
FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 203 | $324,000 | 4,635 | 0.13 | 0.10 | 364 | 8.52 | 06-30-2022 |
BIOCRYST PHARMACEUTICALS INC | COM | 204 | $322,000 | 30,445 | 0.13 | 0.15 | 400 | 1.33 | 06-30-2022 |