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 |
|---|---|---|---|---|---|---|---|---|---|
| WAFD INC | COM | 951 | $928,000 | 31,953 | 0.00 | 0.01 | -1,734 | -5.15 | 03-31-2024 |
| EXPONENT INC | COM | 952 | $928,000 | 11,220 | 0.00 | 0.01 | -487 | -4.16 | 03-31-2024 |
| COPT DEFENSE PROPERTIES | SHS BEN INT | 953 | $925,000 | 38,280 | 0.00 | 0.01 | -2,302 | -5.67 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 954 | $925,000 | 24,049 | 0.00 | 0.01 | -14,715 | -37.96 | 03-31-2024 |
