Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | 05-07-2024 | 03-31-2024 | 1106 | 321,509,577 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES CURRENCY HEDGED | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 76,738 | +Inf | 12-31-2023 | |
ISHARES FALLEN ANGELS USD BOND ETF | Exchange Traded Fund | 1302 | $2,269,211 | 85,890 | 0.00 | 0.00 | 5,209 | 6.46 | 03-31-2024 |