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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLOB UTILITS ETF | 3401 | $18,000 | 306 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | GBL LISTED PVT | 3402 | $18,000 | 276 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | FIDELITY GROWTH | 3403 | $18,000 | 845 | 0.00 | 0.00 | -5,300 | -86.25 | 03-31-2024 |
| WISDOMTREE TR | EUROPE SMCP DV | 3404 | $18,000 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
