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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 1101 | $636,000 | 12,934 | 0.00 | 0.00 | -3,754 | -22.50 | 03-31-2024 |
| DOORDASH INC | CL A | 1102 | $636,000 | 4,621 | 0.00 | 0.00 | 285 | 6.57 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 1103 | $635,000 | 18,300 | 0.00 | 0.00 | 2,723 | 17.48 | 03-31-2024 |
| WILLIS TOWERS WATSON PLC LTD | SHS | 1104 | $633,000 | 2,302 | 0.00 | 0.00 | 252 | 12.29 | 03-31-2024 |
