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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 651 | $244,650 | 2,214 | 0.00 | 0.00 | -150 | -6.35 | 03-31-2024 |
| YUM BRANDS INC | COM | 652 | $244,005 | 1,760 | 0.00 | 0.00 | 2 | 0.11 | 03-31-2024 |
| BOSTON SCIENTIFIC CORP | COM | 653 | $243,963 | 3,562 | 0.00 | 0.00 | -120 | -3.26 | 03-31-2024 |
| ISHARES TR | MORNINGSTR US EQ | 654 | $242,079 | 3,340 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
