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
SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES 1801 $148,000 5,940 0.00 0.00 -512 -7.94 03-31-2024
VANECK ETF TRUST JP MRGAN EM LOC 1802 $148,000 6,047 0.00 0.00 5,293 701.99 03-31-2024
ADVANCE AUTO PARTS INC COM 1803 $148,000 1,739 0.00 0.00 356 25.74 03-31-2024
IMPERIAL OIL LTD COM NEW 1804 $148,000 2,134 0.00 0.00 123 6.12 03-31-2024
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