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 |
|---|---|---|---|---|---|---|---|---|---|
| LOCKHEED MARTIN CORP | COM | 151 | $28,446,000 | 62,537 | 0.14 | 0.16 | -3,576 | -5.41 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 152 | $28,395,000 | 1,148,674 | 0.14 | 0.13 | 146,770 | 14.65 | 03-31-2024 |
| GLOBAL X FDS | US PFD ETF | 153 | $28,384,000 | 1,407,946 | 0.14 | 0.15 | -8,457 | -0.60 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 154 | $28,170,000 | 519,463 | 0.14 | 0.13 | 30,921 | 6.33 | 03-31-2024 |
