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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO COM | Common Stock | 1551 | $1,153,884 | 5,001 | 0.00 | 0.00 | -210 | -4.03 | 03-31-2024 |
| ISHARES RUSSELL 1000 | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 4,855 | +Inf | 12-31-2023 | |
| ISHARES RUSSELL 1000 ETF | Exchange Traded Fund | 1553 | $1,120,788 | 3,987 | 0.00 | 0.00 | 7 | 0.18 | 03-31-2024 |
| REAL ESTATE SELECT SECTOR SPDR FUND | Exchange Traded Fund | 1554 | $1,087,148 | 29,367 | 0.00 | 0.00 | 64 | 0.22 | 03-31-2024 |
