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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 51 | $3,103,450 | 19,347 | 0.00 | 0.00 | -249 | -1.27 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 52 | $2,904,497 | 96,720 | 0.00 | 0.00 | 1,578 | 1.66 | 06-30-2024 |
| ABBVIE INC | COM | 53 | $2,742,010 | 15,987 | 0.00 | 0.00 | -5,137 | -24.32 | 06-30-2024 |
| JPMORGAN CHASE & CO. | COM | 54 | $2,508,330 | 12,402 | 0.00 | 0.00 | -1,022 | -7.61 | 06-30-2024 |
