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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 51 | $6,482,689 | 107,294 | 0.00 | 0.00 | 1,315 | 1.24 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | 52 | $6,389,533 | 113,290 | 0.00 | 0.00 | 7,265 | 6.85 | 03-31-2024 |
| WISDOMTREE TR | US MIDCAP DIVID | 53 | $6,384,211 | 130,904 | 0.00 | 0.00 | 8,402 | 6.86 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 54 | $6,010,507 | 167,704 | 0.00 | 0.00 | 11,025 | 7.04 | 03-31-2024 |
