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 U.S. TECH | ETF | 501 | $13,402,500 | 85,388 | 0.00 | 0.00 | -1,697 | -1.95 | 06-30-2024 |
YUM BRANDS INC | COM | 502 | $13,346,197 | 104,316 | 0.00 | 0.00 | 6,165 | 6.28 | 06-30-2024 |
TXO Partners LP | COM UNIT | 503 | $13,141,715 | 623,421 | 0.00 | 0.00 | 112,659 | 22.06 | 06-30-2024 |
Lithia Motors Inc | COM | 504 | $12,900,738 | 51,858 | 0.00 | 0.00 | 14,940 | 40.47 | 06-30-2024 |