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 |
|---|---|---|---|---|---|---|---|---|---|
| BALL CORP | COM | 201 | $20,829,000 | 309,223 | 0.10 | 0.10 | -23,695 | -7.12 | 03-31-2024 |
| EVEREST GROUP LTD | COM | 202 | $20,768,000 | 52,247 | 0.10 | 0.10 | -2,450 | -4.48 | 03-31-2024 |
| BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | 203 | $20,621,000 | 409,875 | 0.10 | 0.10 | 44,223 | 12.09 | 03-31-2024 |
| LISTED FD TR | SWAN HEDGED EQTY | 204 | $20,449,000 | 986,435 | 0.10 | 0.12 | -127,205 | -11.42 | 03-31-2024 |
