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 |
|---|---|---|---|---|---|---|---|---|---|
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 1201 | $512,000 | 7,833 | 0.00 | 0.00 | 5,623 | 254.43 | 03-31-2024 |
| TARGA RES CORP | COM | 1202 | $511,000 | 4,567 | 0.00 | 0.00 | 544 | 13.52 | 03-31-2024 |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 1203 | $509,000 | 10,213 | 0.00 | 0.00 | 10,053 | 6283.12 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 1204 | $507,000 | 4,428 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
