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 |
|---|---|---|---|---|---|---|---|---|---|
| CLOROX CO DEL | COM | Liquidated | $0 | 0 | 0.00 | 1,309 | +Inf | 12-31-2023 | |
| EOG RES INC | COM | 752 | $207,418 | 1,622 | 0.00 | 1,622 | +Inf | 03-31-2024 | |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | Liquidated | $0 | 0 | 0.00 | 4,461 | +Inf | 12-31-2023 | |
| ABSOLUTE SHS TR | WBI PWR FCTR ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 69 | 0.88 | 12-31-2023 |
