Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | 05-07-2024 | 03-31-2024 | 1106 | 321,509,577 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TESLA INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,629 | +Inf | 12-31-2023 | |
VANGUARD TOTAL BOND | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 5,730 | +Inf | 12-31-2023 | |
INVSC HIGH YIELD | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 20,561 | +Inf | 12-31-2023 | |
THOMSON REUTERS CORP. COM | Common Stock | 1804 | $374,455 | 2,273 | 0.00 | 0.00 | -61 | -2.61 | 03-31-2024 |