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 |
|---|---|---|---|---|---|---|---|---|---|
| PORTLAND GENERL ELEC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 25 | +Inf | 12-31-2023 | |
| REPLIGEN CORP COM | Common Stock | 3452 | $1,003 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STARFLEET INNOTECH INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 150,000 | +Inf | 12-31-2023 | |
| EXTRA SPACE STORAGE INC COM | Real Estate Investment Trust | 3454 | $994 | 7 | 0.00 | 0.00 | 5 | 250.00 | 03-31-2024 |
