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 |
---|---|---|---|---|---|---|---|---|---|
Capital One Financial Corp | COM | 1001 | $2,203,587 | 16,226 | 0.00 | 0.00 | 291 | 1.83 | 06-30-2024 |
Hilton Grand Vacations Inc | COM | 1002 | $2,200,394 | 56,377 | 0.00 | 0.00 | 24,842 | 78.78 | 06-30-2024 |
Gen Digital Inc | COM | 1003 | $2,186,767 | 89,074 | 0.00 | 0.00 | -17,029 | -16.05 | 06-30-2024 |
VANGUARD INDEX FDS LARGE CAP ETF | ETF | 1004 | $2,186,766 | 8,588 | 0.00 | 0.00 | -1,756 | -16.98 | 06-30-2024 |