Cornerstone Advisory, LLC Spdr S&P Kensho New Economies Transaction History

Cornerstone Advisory, LLC

$720 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 20, 2022	SELL	$46.39 - $59.58 $14,705 - $18,886	-317 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$56.76 - $68.61 $17,992 - $21,749	317 New	317 $19,000

Others Institutions Holding KOMP

# of Institutions

139

Shares Held

39M

Call Options Held

300

Put Options Held

6.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

34.2M
Shares

$1.86 Billion
3.46% of portfolio
Betterment LLC New York, NY

1.67M
Shares

$90.6 Million
0.2% of portfolio
Strategic Advocates LLC Logan, UT

496K
Shares

$26.9 Million
8.76% of portfolio
Morgan Stanley New York, NY

216K
Shares

$11.7 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

171K
Shares

$9.29 Million
0.02% of portfolio

About SPDR S&P KENSHO NEW ECONOMIES

Ticker KOMP
Sector ETFs
Industry ETFs

More about KOMP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cornerstone Advisory, LLC with notifications on news.