Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE BANCORP INC | 04-16-2024 | 03-31-2024 | 822 | 338,114,480 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Fundamental U.S. Large Company Index ETF | SCHWAB FDT US LG | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR Portfolio Intermediate Term Treasury ETF | PORTFLI INTRMDIT | 602 | $27,306 | 969 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Dun & Bradstreet | COM | 603 | $27,259 | 2,715 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| iShares Tr Russell 2000 Grw | RUS 2000 GRW ETF | 604 | $27,080 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
