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 | JPMORGAN USD EMG | 51 | $73,660,000 | 821,459 | 0.36 | 0.41 | -32,295 | -3.78 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $73,060,000 | 450,295 | 0.36 | 0.35 | 11,525 | 2.63 | 03-31-2024 |
| ISHARES TR | CORE S&P US VLU | 53 | $72,904,000 | 806,102 | 0.35 | 0.38 | -40,646 | -4.80 | 03-31-2024 |
| HOME DEPOT INC | COM | 54 | $71,282,000 | 185,825 | 0.35 | 0.35 | -2,562 | -1.36 | 03-31-2024 |
