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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR CALIF MUN BD | ETF | 1501 | $613,073 | 10,750 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
John Marshall Bancorp Inc | COM | 1502 | $609,313 | 36,204 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
INVESCO EXCH TRADED FD TR II S&P ULTRA DIVIDE | ETF | 1503 | $606,961 | 13,534 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PROSHARES TR ULTRA FNCLS NEW | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |