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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 151 | $2,026,769 | 53,803 | 0.00 | 0.00 | 2,602 | 5.08 | 06-30-2024 |
| PFIZER INC | COM | 152 | $2,016,198 | 72,058 | 0.00 | 0.00 | 8,513 | 13.40 | 06-30-2024 |
| DISNEY WALT CO | COM | 153 | $2,011,989 | 20,264 | 0.00 | 0.00 | 352 | 1.77 | 06-30-2024 |
| OMEGA HEALTHCARE INVS INC | COM | 154 | $1,936,088 | 56,527 | 0.00 | 0.00 | 2,255 | 4.15 | 06-30-2024 |
