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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO CORPORATE & INCOME OPP | COM | 251 | $967,381 | 67,602 | 0.00 | 0.00 | 416 | 0.62 | 06-30-2024 |
| PACER FDS TR | PAC ASSET FLTG | 252 | $961,355 | 20,218 | 0.00 | 0.00 | 7,306 | 56.58 | 06-30-2024 |
| MEDTRONIC PLC | SHS | 253 | $959,661 | 12,192 | 0.00 | 0.00 | 549 | 4.72 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 254 | $956,878 | 14,733 | 0.00 | 0.00 | -1,347 | -8.38 | 06-30-2024 |
