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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
COTERRA ENERGY INC COM | COM | 1751 | $377,900 | 14,808 | 0.00 | 0.00 | 4,214 | 39.78 | 12-31-2023 |
SPDR SER TR PORTFOLIO SH TSR | ETF | 1752 | $377,069 | 12,980 | 0.00 | 12,980 | +Inf | 12-31-2023 | |
SPDR SER TR S&P REGL BKG | ETF | 1753 | $376,605 | 7,183 | 0.00 | 7,183 | +Inf | 12-31-2023 | |
ISHARES TR CORE DIV GRWTH | ETF | 1754 | $376,393 | 6,994 | 0.00 | 6,994 | +Inf | 12-31-2023 |