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 |
|---|---|---|---|---|---|---|---|---|---|
| SPROTT ETF TRUST | GOLD MINERS ETF | 3151 | $24,000 | 962 | 0.00 | 0.00 | -127 | -11.66 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 3152 | $24,000 | 1,175 | 0.00 | 0.00 | 819 | 230.06 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 3153 | $24,000 | 581 | 0.00 | 0.00 | -705 | -54.82 | 03-31-2024 |
| VIMEO INC | COMMON STOCK | 3154 | $24,000 | 5,814 | 0.00 | 0.00 | -69 | -1.17 | 03-31-2024 |
