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 |
|---|---|---|---|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | 1601 | $215,000 | 5,778 | 0.00 | 0.00 | -24 | -0.41 | 03-31-2024 |
| SUN CMNTYS INC | COM | 1602 | $214,000 | 1,663 | 0.00 | 0.00 | 73 | 4.59 | 03-31-2024 |
| POLARIS INC | COM | 1603 | $214,000 | 2,142 | 0.00 | 0.00 | -191 | -8.19 | 03-31-2024 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 1604 | $214,000 | 19,294 | 0.00 | 0.00 | -563 | -2.84 | 03-31-2024 |
