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 |
|---|---|---|---|---|---|---|---|---|---|
| LANDOS BIOPHARMA INC COM NEW | Common Stock | 3901 | $267 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | Exchange Traded Fund | 3902 | $264 | 7 | 0.00 | 0.00 | -127 | -94.78 | 03-31-2024 |
| ENPHASE ENERGY INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 2 | +Inf | 03-31-2024 | |
| SVENSKA HANDELSBANKEN F | AMERICAN DEPOSITORY | Liquidated | $0 | 0 | 0.00 | 60 | +Inf | 12-31-2023 |
