CWM
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Cornerstone Wealth Management’s Advantage Solutions ADV Stock Holding History

Cornerstone Wealth Management’s Portfolio ADV Stock Details ADV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$38.7K Buy
29,330
+12,500
+74% +$16.5K ﹤0.01% 643
2025
Q1 		$25.4K Buy
+16,830
New +$25.4K ﹤0.01% 603