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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 151 | $534,934 | 31,729 | 0.00 | 0.00 | 2,800 | 9.68 | 12-31-2023 |
| ISHARES TR | U.S. MED DVC ETF | 152 | $518,625 | 9,610 | 0.00 | 0.00 | 3 | 0.03 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | CL B | 153 | $516,029 | 3,282 | 0.00 | 0.00 | 1,712 | 109.04 | 12-31-2023 |
| PURE STORAGE INC | CL A | 154 | $499,240 | 14,000 | 0.00 | 0.00 | -4,000 | -22.22 | 12-31-2023 |
