Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 535 | 1,235,197,741 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ONEOK INC NEW | COM | 201 | $1,309,509 | 16,334 | 0.00 | 0.00 | 204 | 1.26 | 03-31-2024 |
| CVS HEALTH CORP | COM | 202 | $1,273,007 | 15,960 | 0.00 | 0.00 | -955 | -5.65 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 203 | $1,269,058 | 8,538 | 0.00 | 0.00 | 73 | 0.86 | 03-31-2024 |
| ELI LILLY & CO | COM | 204 | $1,239,039 | 1,593 | 0.00 | 0.00 | -241 | -13.14 | 03-31-2024 |
