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 |
|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINL CORP COM | Common Stock | 2901 | $4,740 | 122 | 0.00 | 0.00 | -1 | -0.81 | 03-31-2024 |
| VONTIER CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 151 | +Inf | 12-31-2023 | |
| AIRBNB INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 34 | +Inf | 12-31-2023 | |
| SAP SE F | AMERICAN DEPOSITORY | Liquidated | $0 | 0 | 0.00 | 36 | +Inf | 12-31-2023 |
