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 |
|---|---|---|---|---|---|---|---|---|---|
| IRON MTN INC NEW | REAL ESTATE INVESTME | Liquidated | $0 | 0 | 0.00 | 15 | +Inf | 12-31-2023 | |
| SPOTIFY TECHNOLOGY S A SHS | Common Stock | 3502 | $889 | 3 | 0.00 | 3 | +Inf | 03-31-2024 | |
| ENBRIDGE INC F | FOREIGN CANADIAN | Liquidated | $0 | 0 | 0.00 | 26 | +Inf | 12-31-2023 | |
| TECK RESOURCES LTD CL B | Common Stock | 3504 | $888 | 18 | 0.00 | 18 | +Inf | 03-31-2024 |
