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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI GBL ETF NEW | 2451 | $57,000 | 1,357 | 0.00 | 0.00 | 112 | 9.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT TECH | 2452 | $57,000 | 987 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AVIENT CORPORATION | COM | 2453 | $57,000 | 1,316 | 0.00 | 0.00 | 133 | 11.24 | 03-31-2024 |
| AMER STATES WTR CO | COM | 2454 | $57,000 | 795 | 0.00 | 0.00 | -615 | -43.62 | 03-31-2024 |
