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 |
|---|---|---|---|---|---|---|---|---|---|
| BANCO SANTANDER BRASIL ADRF | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NUVATION BIO INC COM CL A | Stock | 702 | $83,982 | 28,761 | 0.00 | 28,761 | +Inf | 06-30-2024 | |
| COMPANHIA PARANAENSE DE ENERGIA-(COPEL)-SPONSORED ADR | ADR | 703 | $82,682 | 12,359 | 0.00 | 12,359 | +Inf | 06-30-2024 | |
| BANCO BRADESCO S A SPONS ADR REPSTG PFD | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,499 | 12.18 | 06-30-2024 |
