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 |
|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | 1701 | $176,000 | 9,681 | 0.00 | 0.00 | -143 | -1.46 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 1702 | $176,000 | 3,991 | 0.00 | 0.00 | -344 | -7.94 | 03-31-2024 |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 1703 | $175,000 | 15,950 | 0.00 | 0.00 | 3,194 | 25.04 | 03-31-2024 |
| SPDR INDEX SHS FDS | S&P GBLINF ETF | 1704 | $175,000 | 3,229 | 0.00 | 0.00 | -11,687 | -78.35 | 03-31-2024 |
