Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE ADVISORY LLC | 01-30-2024 | 12-31-2023 | 222 | 641,282,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EQUITY RESIDENTIAL | SH BEN INT | 301 | $204,580 | 3,345 | 0.00 | 0.00 | -537 | -13.83 | 12-31-2023 |
| ISHARES TR | MSCI USA ESG SLC | 302 | $202,226 | 2,012 | 0.00 | 2,012 | +Inf | 12-31-2023 | |
| UBER TECHNOLOGIES INC | COM | 303 | $201,519 | 3,273 | 0.00 | 3,273 | +Inf | 12-31-2023 | |
| BNY MELLON STRATEGIC MUNS IN | COM | 304 | $191,817 | 32,733 | 0.00 | 0.00 | -3,201 | -8.91 | 12-31-2023 |
