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 |
---|---|---|---|---|---|---|---|---|---|
Brown & Brown Inc | COM | 151 | $128,225,679 | 1,415,763 | 0.00 | 0.00 | 23,297 | 1.67 | 06-30-2024 |
NETFLIX INC | COM | 152 | $127,017,031 | 185,226 | 0.00 | 0.00 | 90,584 | 95.71 | 06-30-2024 |
ISHARES TR RUSSELL 2000 | ETF | 153 | $125,845,445 | 622,135 | 0.00 | 0.00 | -9,089 | -1.44 | 06-30-2024 |
O'Reilly Automotive Inc | COM | 154 | $123,827,140 | 121,068 | 0.00 | 0.00 | 105,742 | 689.95 | 06-30-2024 |