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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 1301 | $387,000 | 5,736 | 0.00 | 0.00 | 1,282 | 28.78 | 03-31-2024 |
| ISHARES INC | MSCI EQUAL WEITE | 1302 | $387,000 | 4,252 | 0.00 | 0.00 | 1,327 | 45.37 | 03-31-2024 |
| ISHARES TR | U.S. FINLS ETF | 1303 | $385,000 | 4,030 | 0.00 | 0.00 | 192 | 5.00 | 03-31-2024 |
| VICI PPTYS INC | COM | 1304 | $385,000 | 12,921 | 0.00 | 0.00 | 1,293 | 11.12 | 03-31-2024 |
