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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST WORLD EX US CORE | ETF | 2251 | $198,077 | 7,660 | 0.00 | 0.00 | -640 | -7.71 | 06-30-2024 |
| VANGUARD WORLD FD UTILITIES ETF | ETF | 2252 | $197,775 | 1,332 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Woodside Energy Group Ltd | SPONSORED ADR | 2253 | $197,765 | 10,126 | 0.00 | 0.00 | -1,954 | -16.18 | 06-30-2024 |
| VSE Corp | COM | 2254 | $197,582 | 2,245 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
