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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SHORT TREAS BD | 251 | $14,390,000 | 130,175 | 0.07 | 0.07 | 4,056 | 3.22 | 03-31-2024 |
| S&P GLOBAL INC | COM | 252 | $13,949,000 | 32,786 | 0.07 | 0.08 | -669 | -2.00 | 03-31-2024 |
| ISHARES TR | EXPANDED TECH | 253 | $13,673,000 | 160,346 | 0.07 | 0.07 | 129,601 | 421.54 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 254 | $13,652,000 | 106,327 | 0.07 | 0.06 | 493 | 0.47 | 03-31-2024 |
