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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 651 | $247,138 | 5,283 | 0.00 | 0.00 | -281 | -5.05 | 06-30-2024 |
| UBER TECHNOLOGIES INC | COM | 652 | $247,112 | 3,400 | 0.00 | 0.00 | -51 | -1.48 | 06-30-2024 |
| SPDR SER TR | S&P OILGAS EXP | 653 | $246,542 | 1,695 | 0.00 | 0.00 | -39 | -2.25 | 06-30-2024 |
| PRICE T ROWE GROUP INC | COM | 654 | $244,910 | 2,124 | 0.00 | 0.00 | 1 | 0.05 | 06-30-2024 |
