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 |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN NAT RES LTD COM | Common Stock | 3151 | $2,165 | 29 | 0.00 | 0.00 | 24 | 480.00 | 03-31-2024 |
| NOKIA OYJ F | AMERICAN DEPOSITORY | Liquidated | $0 | 0 | 0.00 | 577 | +Inf | 12-31-2023 | |
| CHEMOURS CO COM | Common Stock | 3153 | $2,152 | 81 | 0.00 | 0.00 | 1 | 1.25 | 03-31-2024 |
| CONSTELLATION ENERGY CORP COM | Common Stock | 3154 | $2,144 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
