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 WORLD FDS | COMM SRVC ETF | 1551 | $235,000 | 1,790 | 0.00 | 0.00 | 826 | 85.68 | 03-31-2024 |
| ISHARES TR | USD GRN BOND ETF | 1552 | $234,000 | 4,987 | 0.00 | 0.00 | 1,984 | 66.07 | 03-31-2024 |
| ROYALTY PHARMA PLC | SHS CLASS A | 1553 | $234,000 | 7,721 | 0.00 | 0.00 | 925 | 13.61 | 03-31-2024 |
| PAYCOM SOFTWARE INC | COM | 1554 | $234,000 | 1,174 | 0.00 | 0.00 | 322 | 37.79 | 03-31-2024 |
