Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CIBC PRIVATE WEALTH GROUP LLC | 02-13-2024 | 12-31-2023 | 1142 | 47,214,494,669 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR MSCI KLD400 SOC | COM | Liquidated | $0 | 0 | 0.00 | 10,860 | +Inf | 12-31-2023 | |
| HSBC HLDGS PLC SPON ADR NEW | COM | 1302 | $878,745 | 21,676 | 0.00 | 0.00 | -37 | -0.17 | 12-31-2023 |
| ISHARES TR 0-3 MNTH TREASRY | ETF | 1303 | $876,961 | 8,746 | 0.00 | 8,746 | +Inf | 12-31-2023 | |
| ISHARES TR SP SMCP600VL ETF | COM | Liquidated | $0 | 0 | 0.00 | 9,809 | +Inf | 12-31-2023 |
