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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | VEST US BUFFER | 301 | $9,983,000 | 232,801 | 0.05 | 0.06 | -19,706 | -7.80 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG INVT | 302 | $9,879,000 | 320,446 | 0.05 | 0.06 | -43,413 | -11.93 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 HY | 303 | $9,824,000 | 432,224 | 0.05 | 0.05 | 23,860 | 5.84 | 03-31-2024 |
| TOYOTA MOTOR CORP | ADS | 304 | $9,817,000 | 39,006 | 0.05 | 0.04 | -5,348 | -12.06 | 03-31-2024 |
