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 |
|---|---|---|---|---|---|---|---|---|---|
| DaVita Inc | COM | 1901 | $303,198 | 2,207 | 0.00 | 0.00 | -82 | -3.58 | 06-30-2024 |
| Lennar Corp | CL B | 1902 | $301,321 | 2,249 | 0.00 | 0.00 | 7 | 0.31 | 06-30-2024 |
| EATON VANCE TAX-MANAGED BUY | COM | 1903 | $300,110 | 21,858 | 0.00 | 0.00 | 3,150 | 16.84 | 06-30-2024 |
| Wendy's Co/The | COM | 1904 | $299,092 | 18,894 | 0.00 | 0.00 | 8,606 | 83.65 | 06-30-2024 |
