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
ARCHER DANIELS MIDLAND CO COM 551 $319,931 5,293 0.00 0.00 -367 -6.48 06-30-2024
ISHARES TR S&P 100 ETF 552 $318,098 1,204 0.00 0.00 -177 -12.82 06-30-2024
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 553 $312,814 6,510 0.00 0.00 18 0.28 06-30-2024
SSGA ACTIVE ETF TR MULT ASS RLRTN 554 $310,151 11,225 0.00 0.00 1,453 14.87 06-30-2024
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