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 |
|---|---|---|---|---|---|---|---|---|---|
| NEW ENGLAND RLTY ASSOC LTD P | DEPOSITRY RCPT | 2801 | $37,000 | 518 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WINTRUST FINL CORP | COM | 2802 | $37,000 | 359 | 0.00 | 0.00 | 40 | 12.54 | 03-31-2024 |
| VIRTUS ARTIFICIAL INTELLIGEN | COM | 2803 | $37,000 | 1,855 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| REDFIN CORP | COM | 2804 | $37,000 | 5,562 | 0.00 | 0.00 | -490 | -8.10 | 03-31-2024 |
