Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 535 | 1,235,197,741 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MDCP VAL ETF | 251 | $943,403 | 7,527 | 0.00 | 0.00 | -105 | -1.38 | 03-31-2024 |
| PNC FINL SVCS GROUP INC | COM | 252 | $923,512 | 5,715 | 0.00 | 0.00 | -267 | -4.46 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 253 | $923,016 | 1,866 | 0.00 | 0.00 | 10 | 0.54 | 03-31-2024 |
| PIONEER NAT RES CO | COM | 254 | $913,771 | 3,481 | 0.00 | 0.00 | -3 | -0.09 | 03-31-2024 |
