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 |
|---|---|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | COM | 401 | $510,701 | 3,883 | 0.00 | 0.00 | 566 | 17.06 | 06-30-2024 |
| ISHARES TR | IBONDS 24 TRM HG | 402 | $510,051 | 21,947 | 0.00 | 0.00 | -1,605 | -6.81 | 06-30-2024 |
| ISHARES TR | CORE HIGH DV ETF | 403 | $510,013 | 4,692 | 0.00 | 0.00 | -152 | -3.14 | 06-30-2024 |
| ABM INDS INC | COM | 404 | $505,868 | 10,003 | 0.00 | 0.00 | 635 | 6.78 | 06-30-2024 |
