Cornerstone Planning Group LLC
Position in SEIX — Virtus Seix Senior Loan ETF
CIK 1822587
FAIRFIELD, NJ
All Filings in SEIX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEIX | $225,895 | 9,796 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 SEIX | $662,157 | 28,364 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 SEIX | $2,146 | 91 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 SEIX | $611,499 | 25,955 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 SEIX | $606,092 | 25,671 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 SEIX | $603,825 | 25,233 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 SEIX | $595,714 | 25,030 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 SEIX | $586,360 | 24,606 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 SEIX | $585,678 | 24,444 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 SEIX | $595,354 | 24,879 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 SEIX | $593,226 | 24,842 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 SEIX | $410,771 | 17,427 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 SEIX | $394,166 | 16,968 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||