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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | CORE MSCI EMKT | 301 | $762,293 | 14,240 | 0.00 | 0.00 | -644 | -4.33 | 06-30-2024 |
| EATON VANCE SHORT DURATION D | COM | 302 | $756,847 | 70,078 | 0.00 | 0.00 | -157 | -0.22 | 06-30-2024 |
| ISHARES TR | U.S. TECH ETF | 303 | $752,378 | 4,999 | 0.00 | 0.00 | -197 | -3.79 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | 304 | $747,136 | 26,808 | 0.00 | 0.00 | 1,906 | 7.65 | 06-30-2024 |
