Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 535 | 1,235,197,741 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 101 | $3,113,534 | 28,936 | 0.00 | 0.00 | 984 | 3.52 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 102 | $3,098,858 | 64,318 | 0.00 | 0.00 | 2,366 | 3.82 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | INTERNL GWT | 103 | $3,017,769 | 47,933 | 0.00 | 0.00 | 4,136 | 9.44 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 104 | $2,986,357 | 59,019 | 0.00 | 0.00 | 3,239 | 5.81 | 03-31-2024 |
