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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES U S ETF TR IT RT HDG HGYL | ETF | 2701 | $79,995 | 941 | 0.00 | 0.00 | -1 | -0.11 | 06-30-2024 |
Agree Realty Corp | COM | 2702 | $79,806 | 1,288 | 0.00 | 0.00 | 38 | 3.04 | 06-30-2024 |
First American Financial Corp | COM | 2703 | $79,795 | 1,515 | 0.00 | 0.00 | 739 | 95.23 | 06-30-2024 |
INFOSYS TECHNOLOGI | SPONSORED ADR | 2704 | $79,658 | 4,085 | 0.00 | 0.00 | 593 | 16.98 | 06-30-2024 |