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 |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS REAL ESTATE ETF | ETF | 801 | $4,022,619 | 48,014 | 0.00 | 0.00 | -1,057 | -2.15 | 06-30-2024 |
UNITED STS OIL FD LP UNITS | ETF | Liquidated | $0 | 0 | 0.00 | 50,343 | +Inf | 06-30-2024 | |
PROGRESSIVE CP(OH) | COM | 803 | $4,005,985 | 19,103 | 0.00 | 0.00 | 599 | 3.24 | 06-30-2024 |
Genuine Parts Co | COM | 804 | $3,953,446 | 29,752 | 0.00 | 0.00 | -819 | -2.68 | 06-30-2024 |