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 |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 2,973 | +Inf | 12-31-2023 | |
| REAL ESTATE SELECT SCTR | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 26,587 | +Inf | 12-31-2023 | |
| AMERICAN EXPRESS CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 5,987 | +Inf | 12-31-2023 | |
| VANGUARD SHORT-TERM BOND | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 11,853 | +Inf | 12-31-2023 |
