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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 751 | $212,087 | 323 | 0.00 | 0.00 | -27 | -7.71 | 06-30-2024 |
| LENNAR CORP | CL A | 752 | $208,170 | 1,389 | 0.00 | 1,389 | +Inf | 06-30-2024 | |
| REALTY INCOME CORP | COM | 753 | $208,080 | 3,939 | 0.00 | 0.00 | -196 | -4.74 | 06-30-2024 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 754 | $208,037 | 3,578 | 0.00 | 0.00 | 102 | 2.93 | 06-30-2024 |
