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 | ISHS 1-5YR INVS | 401 | $6,302,000 | 122,901 | 0.03 | 0.03 | 20,230 | 19.70 | 03-31-2024 |
| ISHARES TR | MRGSTR MD CP GRW | 402 | $6,289,000 | 88,980 | 0.03 | 0.03 | 1,925 | 2.21 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 HI | 403 | $6,283,000 | 154,341 | 0.03 | 0.03 | -776 | -0.50 | 03-31-2024 |
| INFOSYS LTD | SPONSORED ADR | 404 | $6,270,000 | 349,684 | 0.03 | 0.04 | -39,700 | -10.20 | 03-31-2024 |
