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 0-5YR INVT GR CP 4851 $3,000 56 0.00 0.00 35 166.67 03-31-2024
DBX ETF TR XTRACK MSCI EURP 4852 $2,000 48 0.00 0.00 0 0.00 03-31-2024
INNOVATOR ETFS TR US EQTY BUFR JAN 4853 $2,000 44 0.00 44 +Inf 03-31-2024
ISHARES U S ETF TR US CONSUMER FOC 4854 $2,000 46 0.00 0.00 0 0.00 03-31-2024
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