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 |
|---|---|---|---|---|---|---|---|---|---|
| DRAFTKINGS INC NEW | COM CL A | 551 | $302,068 | 6,652 | 0.00 | 0.00 | -1,430 | -17.69 | 03-31-2024 |
| SPDR SER TR | S&P 400 MDCP VAL | 552 | $301,402 | 3,966 | 0.00 | 0.00 | -349 | -8.09 | 03-31-2024 |
| METLIFE INC | COM | 553 | $300,748 | 4,058 | 0.00 | 0.00 | 4 | 0.10 | 03-31-2024 |
| PACER FDS TR | LUNT MDCAP MLT | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,200 | 16.56 | 12-31-2023 |
