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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS FINTECH | ETF | 4451 | $1,262 | 50 | 0.00 | 0.00 | -641 | -92.76 | 06-30-2024 |
| American Well Corp | CL A | Liquidated | $0 | 0 | 0.00 | 1,625 | +Inf | 06-30-2024 | |
| Preferred Bank/Los Angeles CA | COM NEW | 4453 | $1,246 | 17 | 0.00 | 17 | +Inf | 06-30-2024 | |
| Five9 Inc | COM | 4454 | $1,233 | 29 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
