Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE WEALTH MANAGEMENT GROUP INC | 04-24-2024 | 03-31-2024 | 109 | 134,593,956 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 101 | $457,288 | 2,899 | 0.00 | 0.00 | -234 | -7.47 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 102 | $451,617 | 7,435 | 0.00 | 0.00 | 1,071 | 16.83 | 03-31-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 103 | $447,082 | 1,124 | 0.00 | 1,124 | +Inf | 03-31-2024 | |
| INNOVATOR ETFS TRUST | US EQUT BUFR AUG | 104 | $445,062 | 11,450 | 0.00 | 0.00 | -1,400 | -10.89 | 03-31-2024 |
