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 |
---|---|---|---|---|---|---|---|---|---|
SPDR SER TR NUVEEN BLMBRG MU | ETF | 1251 | $1,101,003 | 23,987 | 0.00 | 0.00 | 986 | 4.29 | 06-30-2024 |
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 | ETF | 1252 | $1,100,017 | 28,887 | 0.00 | 0.00 | 171 | 0.60 | 06-30-2024 |
NORTHERN TRUST CORP | COM | 1253 | $1,096,951 | 13,232 | 0.00 | 0.00 | -1,751 | -11.69 | 06-30-2024 |
ISHARES TR US AER DEF | ETF | 1254 | $1,086,226 | 8,153 | 0.00 | 0.00 | 102 | 1.27 | 06-30-2024 |