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 |
|---|---|---|---|---|---|---|---|---|---|
| GSK PLC | SPONSORED ADR | 351 | $7,928,000 | 184,933 | 0.04 | 0.04 | -14,389 | -7.22 | 03-31-2024 |
| BLACKROCK INC | COM | 352 | $7,883,000 | 9,456 | 0.04 | 0.04 | -253 | -2.61 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 353 | $7,848,000 | 228,860 | 0.04 | 0.03 | 30,484 | 15.37 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 354 | $7,843,000 | 117,818 | 0.04 | 0.05 | -27,168 | -18.74 | 03-31-2024 |
