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 TR US OIL EQ&SV | ETF | 3651 | $12,006 | 551 | 0.00 | 0.00 | -810 | -59.52 | 06-30-2024 |
STEM INC | COM | 3652 | $11,996 | 10,523 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
Silver Lake Management LLC | SHS | 3653 | $11,980 | 500 | 0.00 | 500 | +Inf | 06-30-2024 | |
SPDR SER TR ICE PFD SEC ETF | ETF | Liquidated | $0 | 0 | 0.00 | 343 | +Inf | 06-30-2024 |