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 |
|---|---|---|---|---|---|---|---|---|---|
| MEDICAL PROPERTIES | REAL ESTATE INVESTME | Liquidated | $0 | 0 | 0.00 | 446 | +Inf | 12-31-2023 | |
| FERGUSON PLC NEW SHS | Common Stock | 3102 | $2,389 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SHOPIFY INC CL A | Common Stock | 3103 | $2,383 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MODERNA INC COM | Common Stock | 3104 | $2,375 | 19 | 0.00 | 0.00 | 8 | 72.73 | 03-31-2024 |
