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
PROSHARES ULTRAPRO SHORT S&P500 Exchange Traded Fund 3001 $3,489 100 0.00 100 +Inf 03-31-2024
HOWARD HUGHES HOLDINGS INC COM Common Stock 3002 $3,485 52 0.00 0.00 0 0.00 03-31-2024
BIOGEN INC COM Common Stock 3003 $3,481 16 0.00 0.00 -58 -78.38 03-31-2024
TELEDYNE TECHNOLOGIES INC COM Common Stock 3004 $3,469 9 0.00 0.00 0 0.00 03-31-2024
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