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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 201 | $337,979 | 1,708 | 0.00 | 0.00 | -201 | -10.53 | 06-30-2024 |
| AIR PRODS & CHEMS INC | COM | 202 | $337,529 | 1,308 | 0.00 | 0.00 | 69 | 5.57 | 06-30-2024 |
| CROWN CASTLE INC | COM | 203 | $333,450 | 3,413 | 0.00 | 0.00 | -4,700 | -57.93 | 06-30-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 204 | $333,252 | 8,024 | 0.00 | 0.00 | -3,367 | -29.56 | 06-30-2024 |
