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 |
|---|---|---|---|---|---|---|---|---|---|
| RESMED INC | COM | 901 | $1,026,000 | 5,183 | 0.00 | 0.00 | 735 | 16.52 | 03-31-2024 |
| INNOVATOR ETFS TR | GRWT100 PWR BUF | 902 | $1,024,000 | 21,515 | 0.00 | 0.01 | 1,161 | 5.70 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 903 | $1,020,000 | 18,742 | 0.00 | 0.01 | 573 | 3.15 | 03-31-2024 |
| ACUSHNET HLDGS CORP | COM | 904 | $1,016,000 | 15,412 | 0.00 | 0.00 | 15,133 | 5424.01 | 03-31-2024 |
