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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 2351 | $65,000 | 592 | 0.00 | 592 | +Inf | 03-31-2024 | |
| INNOVATOR ETFS TR | S&P INVT GRD PFD | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,091 | -67.09 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI SML | 2353 | $65,000 | 1,964 | 0.00 | 0.00 | 196 | 11.09 | 03-31-2024 |
| WASHINGTON TR BANCORP INC | COM | 2354 | $65,000 | 2,421 | 0.00 | 0.00 | -247 | -9.26 | 03-31-2024 |
