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 |
|---|---|---|---|---|---|---|---|---|---|
| ELEVANCE HEALTH INC COM | Common Stock | 2751 | $7,905 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BANK OF NY MELLON CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 185 | +Inf | 12-31-2023 | |
| AMGEN INC. | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 29 | +Inf | 12-31-2023 | |
| SCHWAB US TIPS ETF | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 155 | +Inf | 12-31-2023 |
