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 |
|---|---|---|---|---|---|---|---|---|---|
| FRESHWORKS INC | CLASS A COM | 4051 | $9,000 | 519 | 0.00 | 0.00 | 457 | 737.10 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US DEP | 4052 | $9,000 | 285 | 0.00 | 0.00 | -5 | -1.72 | 03-31-2024 |
| ISHARES TR | US BR DEL SE ETF | 4053 | $8,000 | 72 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENESIS ENERGY L P | UNIT LTD PARTN | 4054 | $8,000 | 724 | 0.00 | 0.00 | -5,147 | -87.67 | 03-31-2024 |
