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 |
---|---|---|---|---|---|---|---|---|---|
CUMMINS INC | COM | 551 | $10,572,909 | 39,214 | 0.00 | 0.00 | -436 | -1.10 | 06-30-2024 |
MOBILEYE GLOBAL INC | COM CL A | 552 | $10,405,737 | 374,038 | 0.00 | 374,038 | +Inf | 06-30-2024 | |
VANGUARD WORLD FD INF TECH ETF | ETF | 553 | $10,176,799 | 16,964 | 0.00 | 0.00 | 1,650 | 10.77 | 06-30-2024 |
Blue Owl Capital Inc | CL A COM | Liquidated | $0 | 0 | 0.00 | 546,293 | +Inf | 06-30-2024 |