Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CWS FINANCIAL ADVISORS LLC | 05-01-2024 | 03-31-2024 | 106 | 244,136,247 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INC | COM | 151 | $235,961 | 1,394 | 0.00 | 0.00 | 9 | 0.65 | 03-31-2024 |
| BOOKING HOLDINGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| 3M CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -179 | -7.83 | 03-31-2024 |
| DEERE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
