Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | 05-07-2024 | 03-31-2024 | 1106 | 321,509,577 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANECK FALN ANGL HY BND | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 377,674 | +Inf | 12-31-2023 | |
VGRD STC ETF DV | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 135,251 | +Inf | 12-31-2023 | |
FIRST TRUST LONG/SHORT EQUITY ETF | Exchange Traded Fund | 753 | $9,714,785 | 161,564 | 0.00 | 0.00 | 11,615 | 7.75 | 03-31-2024 |