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 |
|---|---|---|---|---|---|---|---|---|---|
| ALCON INC F | FOREIGN ORDINARIES | Liquidated | $0 | 0 | 0.00 | 242 | +Inf | 12-31-2023 | |
| U S BANCORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 564 | +Inf | 12-31-2023 | |
| WORKIVA INC 00500 | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 182 | +Inf | 12-31-2023 | |
| BOSTON SCIENTIFIC CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 347 | +Inf | 12-31-2023 |
