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 |
---|---|---|---|---|---|---|---|---|---|
WISDOMTREE TR US QTLY DIV GRT | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -22 | -0.68 | 06-30-2024 |
ISHARES TR | ETF | 2052 | $242,803 | 4,788 | 0.00 | 0.00 | 10 | 0.21 | 06-30-2024 |
Whirlpool Corp | COM | 2053 | $242,390 | 2,356 | 0.00 | 0.00 | -128 | -5.15 | 06-30-2024 |
Tejon Ranch Co | COM | 2054 | $242,306 | 14,423 | 0.00 | 0.00 | -200 | -1.37 | 06-30-2024 |