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 TR | SELECT DIVID ETF | 351 | $616,805 | 5,098 | 0.00 | 0.00 | 19 | 0.37 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | 352 | $616,209 | 6,203 | 0.00 | 0.00 | -491 | -7.33 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 353 | $615,564 | 14,118 | 0.00 | 0.00 | 407 | 2.97 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 354 | $612,241 | 1 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
