CUSIP 15987UBB3
CHARLES SCHWAB BANK SSB CD
2 institutions · $79.9K total · 80 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Cornerstone Planning Group LLC | 50 | $49.9K | 62.50% | 2023-09-30 |
| 2 | Accel Wealth Management | 30 | $30.0K | 37.50% | 2023-06-30 |
2 institutions · $79.9K total · 80 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Cornerstone Planning Group LLC | 50 | $49.9K | 62.50% | 2023-09-30 |
| 2 | Accel Wealth Management | 30 | $30.0K | 37.50% | 2023-06-30 |