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 |
|---|---|---|---|---|---|---|---|---|---|
| CIVITAS RES INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 12-31-2023 | |
| JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND | Exchange Traded Fund | 3802 | $403 | 8 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EDENRED S A F | AMERICAN DEPOSITORY | Liquidated | $0 | 0 | 0.00 | 13 | +Inf | 12-31-2023 | |
| REGENCY CENTERS CORP REIT | Real Estate Investment Trust | Liquidated | $0 | 0 | 0.00 | 6 | +Inf | 03-31-2024 |
