Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT LLC | 07-16-2024 | 06-30-2024 | 556 | 1,299,609,635 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 101 | $3,345,561 | 69,238 | 0.00 | 0.00 | 4,920 | 7.65 | 06-30-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 102 | $3,328,680 | 12,768 | 0.00 | 0.00 | 828 | 6.93 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | INTERNL GWT | 103 | $3,328,391 | 51,884 | 0.00 | 0.00 | 3,951 | 8.24 | 06-30-2024 |
| AMER STATES WTR CO | COM | 104 | $3,272,016 | 45,088 | 0.00 | 0.00 | 4,305 | 10.56 | 06-30-2024 |
