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 |
|---|---|---|---|---|---|---|---|---|---|
| Brookfield Reinsurance Ltd | CL A-1 EXCH NONV | 2651 | $89,165 | 2,098 | 0.00 | 2,098 | +Inf | 06-30-2024 | |
| KIMCO REALTY | COM | 2652 | $89,116 | 4,627 | 0.00 | 0.00 | -99 | -2.09 | 06-30-2024 |
| Perficient Inc | COM | Liquidated | $0 | 0 | 0.00 | 1,581 | +Inf | 06-30-2024 | |
| ISHARES TR CORE MSCI TOTAL | ETF | 2654 | $87,533 | 1,272 | 0.00 | 0.00 | 64 | 5.30 | 06-30-2024 |
