Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE ADVISORY LLC | 01-30-2024 | 12-31-2023 | 222 | 641,282,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 1 | $88,878,330 | 1,616,557 | 0.01 | 0.01 | 74,048 | 4.80 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $31,694,521 | 66,358 | 0.00 | 0.00 | 4,273 | 6.88 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3 | $30,357,375 | 271,947 | 0.00 | 0.00 | 6,765 | 2.55 | 12-31-2023 |
| APPLE INC | COM | 4 | $24,148,623 | 125,428 | 0.00 | 0.00 | -3,137 | -2.44 | 12-31-2023 |
