Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE ADVISORY LLC | 01-30-2024 | 12-31-2023 | 222 | 641,282,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 101 | $871,636 | 25,888 | 0.00 | 0.00 | 1,884 | 7.85 | 12-31-2023 |
| DISNEY WALT CO | COM | 102 | $868,844 | 9,623 | 0.00 | 0.00 | -2,390 | -19.90 | 12-31-2023 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 103 | $860,787 | 21,386 | 0.00 | 0.00 | 6,505 | 43.71 | 12-31-2023 |
| PIMCO CORPORATE & INCOME OPP | COM | 104 | $853,992 | 64,501 | 0.00 | 0.00 | 34,262 | 113.30 | 12-31-2023 |
