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
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
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6