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 |
|---|---|---|---|---|---|---|---|---|---|
| VIRGIN GALACTIC HLDGS IN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 625 | +Inf | 12-31-2023 | |
| CHEMED CORP NEW COM | Common Stock | 3402 | $1,124 | 2 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STONECO LTD COM CL A | Common Stock | 3403 | $1,121 | 67 | 0.00 | 67 | +Inf | 03-31-2024 | |
| DAIICHI SANKYO CO F | AMERICAN DEPOSITORY | Liquidated | $0 | 0 | 0.00 | 41 | +Inf | 12-31-2023 |
