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 |
---|---|---|---|---|---|---|---|---|---|
VANECK ETF TRUST VANECK SHRT MUNI | ETF | Liquidated | $0 | 0 | 0.00 | 5,765 | +Inf | 06-30-2024 | |
Embecta Corp | COMMON STOCK | 2602 | $97,665 | 8,319 | 0.00 | 8,319 | +Inf | 06-30-2024 | |
Cushman & Wakefield PLC | SHS | Liquidated | $0 | 0 | 0.00 | 9,516 | +Inf | 06-30-2024 | |
Tortoise Capital Advisors LLC | COM | 2604 | $97,255 | 2,752 | 0.00 | 0.00 | -248 | -8.27 | 06-30-2024 |