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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | 601 | $278,316 | 1,457 | 0.00 | 0.00 | 101 | 7.45 | 06-30-2024 |
| ISHARES TR | MBS ETF | 602 | $277,356 | 3,021 | 0.00 | 0.00 | 93 | 3.18 | 06-30-2024 |
| SIMON PPTY GROUP INC NEW | COM | 603 | $274,966 | 1,811 | 0.00 | 0.00 | 139 | 8.31 | 06-30-2024 |
| BOSTON SCIENTIFIC CORP | COM | 604 | $274,311 | 3,562 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
