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 |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 151 | $481,314 | 17,202 | 0.00 | 0.00 | -7,541 | -30.48 | 06-30-2024 |
| ABBOTT LABS | COM | 152 | $474,557 | 4,567 | 0.00 | 0.00 | -683 | -13.01 | 06-30-2024 |
| NORTHROP GRUMMAN CORP | COM | 153 | $470,391 | 1,079 | 0.00 | 0.00 | 4 | 0.37 | 06-30-2024 |
| MOODYS CORP | COM | 154 | $468,916 | 1,114 | 0.00 | 0.00 | 4 | 0.36 | 06-30-2024 |
