Position Size ($1000s)
$3,486
| $3,786
| $4,227
| 09/30/2023 | 12/31/2023 | 03/31/2024 | Share Count
134,600
| 132,420
| 137,827
| 09/30/2023 | 12/31/2023 | 03/31/2024 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
INVESCO EXCH TRADED FD TR II (IDHQ) |
137,827 |
$4,227 | IDHQ | 137,827 | $4,227 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
INVESCO EXCH TRADED FD TR II (IDHQ) |
132,420 |
$3,786 | IDHQ | 132,420 | $3,786 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
INVESCO EXCH TRADED FD TR II (IDHQ) |
134,600 |
$3,486 | IDHQ | 134,600 | $3,486 |
Top Stocks Held at 03/31/2024: AAPL, BBUS, SPMD, IVV, SPLG, More »
Size ($ in 1000's)
At 03/31/2024: $1,235,213 At 12/31/2023: $1,162,818 At 09/30/2023: $1,059,374
Combined Holding Report Includes:
Cornerstone Wealth Management LLC LPL Financial LLC
Cornerstone Wealth Management LLC Top Holdings
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