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 |
---|---|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR INTL EQTY | ETF | 1301 | $965,696 | 24,704 | 0.00 | 0.00 | 5,584 | 29.21 | 06-30-2024 |
PULTE HOMES INC | COM | 1302 | $957,445 | 9,096 | 0.00 | 0.00 | 481 | 5.58 | 06-30-2024 |
WORLD GOLD TR SPDR GLD MINIS | ETF | Liquidated | $0 | 0 | 0.00 | 21,440 | +Inf | 06-30-2024 | |
PROSHARES TR PSHS ULTRA QQQ | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.01 | 06-30-2024 |