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 |
|---|---|---|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TRUST | Exchange Traded Fund | 2101 | $64,725 | 1,170 | 0.00 | 1,170 | +Inf | 03-31-2024 | |
| PROSHARES INFLATION | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 1,906 | +Inf | 12-31-2023 | |
| ELI LILLY & CO COM | Common Stock | 2103 | $64,678 | 88 | 0.00 | 0.00 | -1 | -1.12 | 03-31-2024 |
| COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | Exchange Traded Fund | 2104 | $64,257 | 802 | 0.00 | 0.00 | 67 | 9.12 | 03-31-2024 |
