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
TIDAL ETF TR SP DWJNS SUKUK 2051 $100,000 5,640 0.00 0.00 0 0.00 03-31-2024
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 2052 $100,000 1,249 0.00 1,249 +Inf 03-31-2024
FIDELITY COVINGTON TRUST ENHANCED LARGE 2053 $100,000 3,400 0.00 0.00 -926 -21.41 03-31-2024
KB HOME COM 2054 $100,000 1,415 0.00 0.00 3 0.21 03-31-2024
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