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 |
|---|---|---|---|---|---|---|---|---|---|
| RYANAIR HLDGS PLC F | AMERICAN DEPOSITORY | Liquidated | $0 | 0 | 0.00 | 276 | +Inf | 12-31-2023 | |
| RB GLOBAL INC COM | Common Stock | 2352 | $26,811 | 372 | 0.00 | 0.00 | -110 | -22.82 | 03-31-2024 |
| DOW INC COM | Common Stock | 2353 | $26,809 | 471 | 0.00 | 0.00 | -87 | -15.59 | 03-31-2024 |
| GARTNER INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 78 | +Inf | 12-31-2023 |
