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 |
|---|---|---|---|---|---|---|---|---|---|
| HALLIBURTON CO | COM | 451 | $402,572 | 10,212 | 0.00 | 0.00 | -289 | -2.75 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 452 | $402,485 | 5,040 | 0.00 | 0.00 | -841 | -14.30 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 453 | $402,254 | 7,832 | 0.00 | 0.00 | 41 | 0.53 | 03-31-2024 |
| SOUTHERN CO | COM | 454 | $402,173 | 5,606 | 0.00 | 0.00 | -137 | -2.39 | 03-31-2024 |
