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 |
|---|---|---|---|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | 51 | $1,344,034 | 22,532 | 0.00 | 0.00 | -321 | -1.40 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 52 | $1,314,485 | 35,710 | 0.00 | 0.00 | 26,110 | 271.98 | 03-31-2024 |
| ABBVIE INC | COM | 53 | $1,231,861 | 6,765 | 0.00 | 0.00 | 92 | 1.38 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 54 | $1,228,588 | 33,570 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
