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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL CAP ETF | Exchange Traded Fund | 451 | $20,968,252 | 195,728 | 0.01 | 0.01 | 13,617 | 7.48 | 03-31-2024 |
