Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | 08-09-2024 | 06-30-2024 | 3569 | 53,317,665,762 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PNC Financial Services Group I | COM | 101 | $198,939,125 | 1,253,002 | 0.00 | 0.00 | -24,263 | -1.90 | 06-30-2024 |
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM | ETF | 102 | $191,538,834 | 3,405,740 | 0.00 | 0.00 | 50,269 | 1.50 | 06-30-2024 |
Broadcom Inc | COM | 103 | $190,556,408 | 109,148 | 0.00 | 0.00 | 13,806 | 14.48 | 06-30-2024 |
Prologis Inc | COM | 104 | $190,142,540 | 1,661,940 | 0.00 | 0.00 | -63,002 | -3.65 | 06-30-2024 |