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 |
---|---|---|---|---|---|---|---|---|---|
FlexShares STOX GBL ESG SLT | ETF | 3701 | $10,875 | 65 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
Gitlab Inc | CLASS A COM | 3702 | $10,865 | 205 | 0.00 | 205 | +Inf | 06-30-2024 | |
RiverNorth Flexible Municipal | COM | Liquidated | $0 | 0 | 0.00 | 670 | +Inf | 06-30-2024 | |
JACKSON FINANCIAL INC | COM CL A | 3704 | $10,841 | 148 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |