Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE WEALTH PLANNING SERVICES INC | 08-09-2024 | 06-30-2024 | 508 | 699,887,939 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| POWER INTEGRATIONS INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -46 | -1.44 | 06-30-2024 |
| VANGUARD ULTRA-SHORT BOND ETF | ETF | 352 | $297,166 | 6,001 | 0.00 | 0.00 | -6,840 | -53.27 | 06-30-2024 |
| MOODYS CORP | Stock | 353 | $295,493 | 702 | 0.00 | 0.00 | -3 | -0.43 | 06-30-2024 |
| HUMANA INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -92 | -12.25 | 06-30-2024 |
