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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 4351 | $6,000 | 186 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ETF SER SOLUTIONS | US GBL GLD PRE | 4352 | $5,000 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQTY ULTRA B | 4353 | $5,000 | 140 | 0.00 | 0.00 | -101 | -41.91 | 03-31-2024 |
| INVESCO CURRENCYSHARES SWISS | SWISS FRANC | 4354 | $5,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
