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 |
---|---|---|---|---|---|---|---|---|---|
Synovus Financial Corp | COM NEW | 2001 | $259,822 | 6,608 | 0.00 | 0.00 | 201 | 3.14 | 06-30-2024 |
Independent Bank Corp/MI | COM NEW | 2002 | $259,500 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ISHARES TR US CONSM STAPLES | ETF | 2003 | $258,457 | 3,944 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SPDR SER TR PORTFOLIO S&P500 | SHS | 2004 | $255,860 | 3,917 | 0.00 | 3,917 | +Inf | 06-30-2024 |