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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK BITCOIN STRATEGY ETF | Exchange Traded Fund | Liquidated | $0 | 0 | 0.00 | 177 | +Inf | 03-31-2024 | |
| DENTSPLY SIRONA INC COM | Common Stock | 2802 | $6,847 | 242 | 0.00 | 0.00 | 2 | 0.83 | 03-31-2024 |
| LAMAR ADVERTISING CO0050 | REAL ESTATE INVESTME | Liquidated | $0 | 0 | 0.00 | 82 | +Inf | 12-31-2023 | |
| GE VERNOVA INC COM | Common Stock | 2804 | $6,817 | 41 | 0.00 | 41 | +Inf | 03-31-2024 |
