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 |
|---|---|---|---|---|---|---|---|---|---|
| SHOCKWAVE MED INC COM | Common Stock | 3851 | $331 | 1 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEXOPTIC TECHNOLOGY CO F | FOREIGN CANADIAN | Liquidated | $0 | 0 | 0.00 | 10,000 | +Inf | 12-31-2023 | |
| WATERS CORP | Common Stock | Liquidated | $0 | 0 | 0.00 | 1 | +Inf | 03-31-2024 | |
| DICKS SPORTING GOODS | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 3 | +Inf | 12-31-2023 |
