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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR TRS FLT RT BD | COM | Liquidated | $0 | 0 | 0.00 | 6,356 | +Inf | 12-31-2023 | |
ISHARES TR HDG MSCI EAFE | ETF | 1852 | $321,571 | 10,205 | 0.00 | 10,205 | +Inf | 12-31-2023 | |
BROWN FORMAN CORP CL B | CL B | 1853 | $320,560 | 5,614 | 0.00 | 0.00 | 1,140 | 25.48 | 12-31-2023 |
ISHARES TR IBONDS 23 TRM TS | COM | Liquidated | $0 | 0 | 0.00 | 12,900 | +Inf | 12-31-2023 |