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 |
|---|---|---|---|---|---|---|---|---|---|
| LITMAN GREGORY FDS TR IMGP DBI MANAGED | ETF | Liquidated | $0 | 0 | 0.00 | 1,892 | +Inf | 06-30-2024 | |
| ISHARES INC EM MKT SM-CP | ETF | 2902 | $54,810 | 880 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Icahn Enterprises LP | DEPOSITARY UNIT | 2903 | $54,800 | 3,203 | 0.00 | 0.00 | 957 | 42.61 | 06-30-2024 |
| FIDELITY COVINGTON TRUST ENHANCED INTL | ETF | 2904 | $54,420 | 1,886 | 0.00 | 0.00 | 492 | 35.29 | 06-30-2024 |
