Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE ADVISORY LLC | 08-14-2024 | 06-30-2024 | 277 | 711,020,125 |
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 | $97,454,312 | 1,719,378 | 0.01 | 0.01 | 3,380 | 0.20 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $36,515,871 | 66,729 | 0.01 | 0.00 | 433 | 0.65 | 06-30-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3 | $34,556,496 | 291,370 | 0.00 | 0.00 | 8,944 | 3.17 | 06-30-2024 |
| APPLE INC | COM | 4 | $26,693,250 | 126,737 | 0.00 | 0.00 | 1,978 | 1.59 | 06-30-2024 |
