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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | 2651 | $44,000 | 652 | 0.00 | 0.00 | 200 | 44.25 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FOOD & BEVERAGE | 2652 | $44,000 | 903 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ESG SCRD S&P MID | 2653 | $44,000 | 1,066 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEUBERGER BERMAN HIGH YIELD | COM | 2654 | $44,000 | 5,464 | 0.00 | 0.00 | 2,412 | 79.03 | 03-31-2024 |
