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 |
|---|---|---|---|---|---|---|---|---|---|
| FOX FACTORY HLDG CORP | COM | 2151 | $86,000 | 1,655 | 0.00 | 0.00 | 1,031 | 165.22 | 03-31-2024 |
| APTARGROUP INC | COM | 2152 | $86,000 | 599 | 0.00 | 0.00 | 59 | 10.93 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP400 VL | 2153 | $85,000 | 714 | 0.00 | 714 | +Inf | 03-31-2024 | |
| GLOBAL X FDS | RUSSELL 2000 | 2154 | $85,000 | 5,019 | 0.00 | 0.00 | 190 | 3.93 | 03-31-2024 |
