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 |
|---|---|---|---|---|---|---|---|---|---|
| MOODYS CORP COM | Common Stock | 1701 | $662,790 | 1,742 | 0.00 | 0.00 | -125 | -6.70 | 03-31-2024 |
| PUB SVC ENTERPISE GP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 11,184 | +Inf | 12-31-2023 | |
| AMAZON COM INC COM | Common Stock | 1703 | $612,445 | 3,289 | 0.00 | 0.00 | -37 | -1.11 | 03-31-2024 |
| PARSONS CORP DEL COM | Common Stock | 1704 | $610,811 | 7,784 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
