Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 535 | 1,235,197,741 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | US INFR DEV ETF | 401 | $506,247 | 12,716 | 0.00 | 0.00 | -358 | -2.74 | 03-31-2024 |
| ISHARES S&P GSCI COMMODITY- | UNIT BEN INT | Liquidated | $0 | 0 | 0.00 | 24,970 | +Inf | 12-31-2023 | |
| GSK PLC | SPONSORED ADR | 403 | $483,702 | 11,283 | 0.00 | 0.00 | -3,067 | -21.37 | 03-31-2024 |
| ORACLE CORP | COM | 404 | $482,795 | 3,844 | 0.00 | 0.00 | 396 | 11.48 | 03-31-2024 |
