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 RUSSELL TOP 200 | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 10,187 | +Inf | 12-31-2023 | |
| VANGUARD S&P 500 ETF | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 3,734 | +Inf | 12-31-2023 | |
| ISHARES CORE S&P 500 ETF | Exchange Traded Fund | 1453 | $1,420,768 | 2,765 | 0.00 | 0.00 | -1,888 | -40.58 | 03-31-2024 |
