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 |
|---|---|---|---|---|---|---|---|---|---|
| KB FINL GROUP INC | SPONSORED ADR | 1851 | $135,000 | 2,587 | 0.00 | 0.00 | 178 | 7.39 | 03-31-2024 |
| BLACKROCK SCIENCE & TECHNOLO | SHS | 1852 | $135,000 | 3,647 | 0.00 | 0.00 | -71 | -1.91 | 03-31-2024 |
| ISHARES TR | IBONDS 2026 TERM | 1853 | $135,000 | 5,870 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| QUIDELORTHO CORP | COM | 1854 | $135,000 | 2,814 | 0.00 | 0.00 | 2,642 | 1536.05 | 03-31-2024 |
