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 |
|---|---|---|---|---|---|---|---|---|---|
| GAMING & LEISURE PPTYS INC COM | Real Estate Investment Trust | 2601 | $11,731 | 272 | 0.00 | 0.00 | -6 | -2.16 | 03-31-2024 |
| SPLUNK INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 80 | +Inf | 12-31-2023 | |
| KEYSIGHT TECH INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 88 | +Inf | 12-31-2023 | |
| FIFTH THIRD BANCORP COM | Common Stock | 2604 | $11,631 | 310 | 0.00 | 0.00 | -60 | -16.22 | 03-31-2024 |
