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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC | COM | 451 | $419,326 | 4,779 | 0.00 | 0.00 | 234 | 5.15 | 06-30-2024 |
| LIVE NATION ENTERTAINMENT IN | COM | 452 | $412,643 | 4,402 | 0.00 | 4,402 | +Inf | 06-30-2024 | |
| RBB FD INC | US TREAS 3 MNTH | 453 | $412,279 | 8,242 | 0.00 | 0.00 | 3,155 | 62.02 | 06-30-2024 |
| AMGEN INC | COM | 454 | $409,771 | 1,311 | 0.00 | 0.00 | 90 | 7.37 | 06-30-2024 |
