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 GNMA BOND ETF 4001 $9,000 197 0.00 197 +Inf 03-31-2024
MESABI TR CTF BEN INT 4002 $9,000 525 0.00 0.00 10 1.94 03-31-2024
GLOBAL X FDS CONSCIOUS COS Liquidated $0 0 0.00 309 +Inf 12-31-2023
RXO INC COMMON STOCK 4004 $9,000 401 0.00 0.00 -75 -15.76 03-31-2024
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