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 |
---|---|---|---|---|---|---|---|---|---|
STAG Industrial Inc | COM | 1851 | $334,623 | 9,347 | 0.00 | 0.00 | -2,430 | -20.63 | 06-30-2024 |
STERIS PLC | SHS USD | 1852 | $334,361 | 1,521 | 0.00 | 0.00 | -1 | -0.07 | 06-30-2024 |
ISHARES TR IBONDS 26 TRM TS | ETF | 1853 | $332,955 | 14,700 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
EATON VANCE FUNDS/CLOSED-END/U | COM | 1854 | $330,642 | 16,716 | 0.00 | 0.00 | 1,651 | 10.96 | 06-30-2024 |