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 |
|---|---|---|---|---|---|---|---|---|---|
| ABRDN LIFE SCIENCES INVESTOR | SH BEN INT | 3551 | $15,000 | 1,078 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HANCOCK JOHN FINL OPPTYS FD | SH BEN INT NEW | 3552 | $15,000 | 514 | 0.00 | 0.00 | -75 | -12.73 | 03-31-2024 |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 3553 | $15,000 | 623 | 0.00 | 623 | +Inf | 03-31-2024 | |
| ALPS ETF TR | OSHARES US QUALT | 3554 | $15,000 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
