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
ZIM INTEGRATED SHIPPING SERV SHS 3051 $27,000 2,641 0.00 0.00 1,112 72.73 03-31-2024
PERRIGO CO PLC SHS 3052 $27,000 839 0.00 0.00 193 29.88 03-31-2024
PROTHENA CORP PLC SHS 3053 $27,000 1,095 0.00 0.00 784 252.09 03-31-2024
DIMENSIONAL ETF TRUST SHORT DURATION F 3054 $27,000 577 0.00 0.00 -1,222 -67.93 03-31-2024
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