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 |
|---|---|---|---|---|---|---|---|---|---|
| TEXAS INSTRS INC COM | Common Stock | 2301 | $30,773 | 172 | 0.00 | 0.00 | -80 | -31.75 | 03-31-2024 |
| SPDR FUND CONSUMER | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 191 | +Inf | 12-31-2023 | |
| FLEX LTD ORD | Common Stock | 2303 | $30,690 | 1,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CSX CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 988 | +Inf | 12-31-2023 |
