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 |
|---|---|---|---|---|---|---|---|---|---|
| VERTIV HOLDINGS CO COM CL A | Common Stock | 3751 | $466 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SHIN ETSU CHEMICAL CO F | AMERICAN DEPOSITORY | Liquidated | $0 | 0 | 0.00 | 32 | +Inf | 12-31-2023 | |
| PSHR ULTRAPRO ETF DV | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 13 | +Inf | 12-31-2023 | |
| ISHARES S&P 500 VALUE | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 3 | +Inf | 12-31-2023 |
