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 |
|---|---|---|---|---|---|---|---|---|---|
| VERTEX PHARMACEUTICALS INC | COM | 601 | $2,525,000 | 6,040 | 0.01 | 0.01 | 475 | 8.54 | 03-31-2024 |
| ECOLAB INC | COM | 602 | $2,504,000 | 10,845 | 0.01 | 0.01 | 619 | 6.05 | 03-31-2024 |
| ISHARES TR | 0-5 YR TIPS ETF | 603 | $2,497,000 | 25,110 | 0.01 | 0.02 | -18,113 | -41.91 | 03-31-2024 |
| DUOLINGO INC | CL A COM | 604 | $2,492,000 | 11,296 | 0.01 | 0.02 | -3,550 | -23.91 | 03-31-2024 |
