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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | BLACKROCK ULTRA | 701 | $227,663 | 4,506 | 0.00 | 0.00 | -440 | -8.90 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 702 | $227,457 | 3,452 | 0.00 | 0.00 | 1 | 0.03 | 06-30-2024 |
| SUPER MICRO COMPUTER INC | COM | 703 | $226,961 | 277 | 0.00 | 277 | +Inf | 06-30-2024 | |
| INTUITIVE SURGICAL INC | COM NEW | 704 | $226,874 | 510 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
