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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 275 | +Inf | 12-31-2023 | |
| COMCAST CORP NEW CL A | Common Stock | 2202 | $42,662 | 1,103 | 0.00 | 0.00 | -287 | -20.65 | 03-31-2024 |
| MONDELEZ INTL INC CL A | Common Stock | 2203 | $42,642 | 611 | 0.00 | 0.00 | -166 | -21.36 | 03-31-2024 |
| CARRIER GLOBAL CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 768 | +Inf | 12-31-2023 |
