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 |
|---|---|---|---|---|---|---|---|---|---|
| SIMON PPTY GROUP INC NEW | COM | 851 | $1,167,000 | 7,459 | 0.01 | 0.01 | 545 | 7.88 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | KBW HIG DV YLD | 852 | $1,163,000 | 75,100 | 0.01 | 0.01 | 1,777 | 2.42 | 03-31-2024 |
| ETSY INC | COM | 853 | $1,161,000 | 16,900 | 0.01 | 0.00 | 12,528 | 286.55 | 03-31-2024 |
| EXPEDITORS INTL WASH INC | COM | 854 | $1,157,000 | 9,520 | 0.01 | 0.01 | 772 | 8.82 | 03-31-2024 |
