Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE PRIVATE WEALTH LLC | 06-30-2022 | 06-30-2022 | 272 | 255,503,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BK OF AMERICA CORP | COM | 51 | $1,311,000 | 42,110 | 0.51 | 0.54 | 187 | 0.45 | 06-30-2022 |
| PFIZER INC | COM | 52 | $1,307,000 | 24,934 | 0.51 | 0.35 | 3,423 | 15.91 | 06-30-2022 |
| ISHARES TR | US INFRASTRUC | 53 | $1,301,000 | 38,230 | 0.51 | 0.47 | -327 | -0.85 | 06-30-2022 |
| GLOBAL X FDS | ADAPTIVE US RISK | 54 | $1,290,000 | 55,419 | 0.50 | 0.75 | -35,221 | -38.86 | 06-30-2022 |
