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 INC CORE MSCI EMKT | ETF | 901 | $2,934,316 | 53,546 | 0.00 | 0.00 | 26,818 | 100.34 | 06-30-2024 |
Laboratory Corp of America Hol | COM NEW | Liquidated | $0 | 0 | 0.00 | 13,551 | +Inf | 06-30-2024 | |
Jefferies Financial Group Inc | COM | 903 | $2,922,308 | 57,300 | 0.00 | 0.00 | 350 | 0.61 | 06-30-2024 |
Solventum Corp | COM SHS | 904 | $2,920,123 | 58,826 | 0.00 | 58,826 | +Inf | 06-30-2024 |