Cornerstone Planning Group LLC THOMSON REUTERS CORP COM Transaction History

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024
Number of Shares
2,229
Previous 2,233 0.18%
Holding current value
$367 Million
Previous $372 Million 1.34%
% of portfolio
0.09%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
N/A
-4 Reduced 0.18%
2,229 $367 Million
Q3 2024

Nov 05, 2024
SELL
N/A
-39 Reduced 1.72%
2,233 $372 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-1 Reduced 0.04%
2,272 $352 Million
Q1 2024

May 07, 2024
SELL
N/A
-61 Reduced 2.61%
2,273 $374 Million
Q4 2023

Feb 12, 2024
SELL
N/A
-8 Reduced 0.34%
2,334 $341 Million
Q3 2023

Nov 08, 2023
SELL
N/A
-66 Reduced 2.74%
2,342 $286 Million
Q2 2023

Aug 15, 2023
BUY
N/A
2,408 New
2,408 $325 Million
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email