Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE PLANNING GROUP LLC | 05-07-2024 | 03-31-2024 | 1106 | 321,509,577 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TOTAL USD BOND | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 46,478 | +Inf | 12-31-2023 | |
| ISHARES RUSSELL TOP 200 GROWTH ETF | Exchange Traded Fund | 1352 | $1,998,871 | 10,369 | 0.00 | 0.00 | -283 | -2.66 | 03-31-2024 |
