Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 535 | 1,235,197,741 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PENTAIR PLC | SHS | 301 | $728,042 | 8,521 | 0.00 | 0.00 | -318 | -3.60 | 03-31-2024 |
| ISHARES TR | TIPS BD ETF | 302 | $719,984 | 6,703 | 0.00 | 0.00 | -321 | -4.57 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | 303 | $719,907 | 24,902 | 0.00 | 0.00 | 1,599 | 6.86 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 304 | $709,511 | 15,980 | 0.00 | 0.00 | -378 | -2.31 | 03-31-2024 |
