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 |
|---|---|---|---|---|---|---|---|---|---|
| FLEXSHARES TR MORNSTAR USMKT | ETF | 1801 | $364,031 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Accolade Inc | COM | 1802 | $363,197 | 102,598 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD WORLD FD FINANCIALS ETF | ETF | 1803 | $361,906 | 3,608 | 0.00 | 0.00 | -272 | -7.01 | 06-30-2024 |
| Western Alliance Bancorp | COM | 1804 | $361,213 | 5,907 | 0.00 | 0.00 | -25 | -0.42 | 06-30-2024 |
