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 |
|---|---|---|---|---|---|---|---|---|---|
| PEARSON PLC | SPONSORED ADR | 2551 | $50,000 | 3,795 | 0.00 | 0.00 | 1,588 | 71.95 | 03-31-2024 |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | 2552 | $50,000 | 966 | 0.00 | 0.00 | 58 | 6.39 | 03-31-2024 |
| ALPS ETF TR | MED BREAKTHGH | 2553 | $50,000 | 1,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALPS ETF TR | DISRUPTIVE TECH | 2554 | $50,000 | 1,173 | 0.00 | 0.00 | 90 | 8.31 | 03-31-2024 |
