Cornerstone Planning Group LLC Southern CO Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SOJD
# of Institutions
4Shares Held
391KCall Options Held
0Put Options Held
0-
Crossmark Global Holdings, Inc.309KShares$6.63 Million0.12% of portfolio
-
Bartlett & Co. LLC65.1KShares$1.4 Million0.02% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA15.3KShares$329,1860.07% of portfolio
-
Thompson Investment Management, Inc.1.85KShares$39,7750.01% of portfolio