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 |
|---|---|---|---|---|---|---|---|---|---|
| TRUMP MEDIA & TECHNOLOGY GROUP COM | Common Stock | 3051 | $2,876 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMCOR PLC ORD | Common Stock | 3052 | $2,873 | 287 | 0.00 | 0.00 | 58 | 25.33 | 03-31-2024 |
| GLOBAL X RUSSELL 2000 | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 168 | +Inf | 12-31-2023 | |
| NISOURCE INC COM | Common Stock | 3054 | $2,854 | 100 | 0.00 | 0.00 | 21 | 26.58 | 03-31-2024 |
