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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES ULTRAPRO QQQ | Exchange Traded Fund | 2001 | $115,498 | 2,037 | 0.00 | 0.00 | 2,000 | 5405.41 | 03-31-2024 |
| SPDR BLOOMBERG CONVRTBL | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 1,673 | +Inf | 12-31-2023 | |
| PEPSICO INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 662 | +Inf | 12-31-2023 | |
| ISHRS CORE MOD ALLO | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 2,871 | +Inf | 12-31-2023 |
