Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CWM LLC | 04-04-2024 | 03-31-2024 | 4792 | 20,566,169,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EAFE SML CP ETF | 1051 | $726,000 | 11,459 | 0.00 | 0.00 | 5,928 | 107.18 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 1052 | $723,000 | 7,117 | 0.00 | 0.00 | 724 | 11.32 | 03-31-2024 |
| HOLOGIC INC | COM | 1053 | $722,000 | 9,256 | 0.00 | 0.00 | 1,419 | 18.11 | 03-31-2024 |
| SPDR SER TR | S&P BIOTECH | 1054 | $714,000 | 7,524 | 0.00 | 0.00 | -2,559 | -25.38 | 03-31-2024 |
