Institution Information
| 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 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR IBONDS 25 TRM TS | ETF | 1701 | $426,512 | 18,400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GSK PLC | SPONSORED ADR | 1702 | $425,302 | 10,987 | 0.00 | 0.00 | -1,426 | -11.49 | 06-30-2024 |
| SOUTHWEST AIRLINES | COM | 1703 | $425,076 | 15,542 | 0.00 | 0.00 | -995 | -6.02 | 06-30-2024 |
| Paylocity Holding Corp | COM | 1704 | $424,160 | 3,182 | 0.00 | 0.00 | -117,974 | -97.37 | 06-30-2024 |
