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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST US EQUITY ETF | COM | Liquidated | $0 | 0 | 0.00 | 7,590 | +Inf | 12-31-2023 | |
| ISHARES TR SHRT NAT MUN ETF | COM | Liquidated | $0 | 0 | 0.00 | 3,427 | +Inf | 12-31-2023 | |
| SONOCO PRODS CO COM | COM | 1803 | $351,311 | 6,288 | 0.00 | 0.00 | 400 | 6.79 | 12-31-2023 |
| GLOBAL X FDS RBTCS ARTFL INTE | ETF | 1804 | $351,249 | 12,325 | 0.00 | 12,325 | +Inf | 12-31-2023 |
