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 |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 101 | $41,384,000 | 936,934 | 0.20 | 0.27 | -61,983 | -6.21 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 102 | $41,163,000 | 989,029 | 0.20 | 0.22 | -48,897 | -4.71 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 103 | $41,019,000 | 260,045 | 0.20 | 0.20 | 16,529 | 6.79 | 03-31-2024 |
| ISHARES TR | US TREAS BD ETF | 104 | $40,570,000 | 1,781,729 | 0.20 | 0.30 | -660,784 | -27.05 | 03-31-2024 |
