Cornerstone Planning Group LLC Ishares S&P 100 ETF Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
A detailed history of Cornerstone Planning Group LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 10,506 shares of OEF stock, worth $2.79 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
10,506
Previous 70
14908.57%
Holding current value
$2.79 Million
Previous $21.8 Million
16500.11%
% of portfolio
0.58%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding OEF
# of Institutions
1,090Shares Held
72.8MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio