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 |
|---|---|---|---|---|---|---|---|---|---|
| HARBOR ETF TRUST | SCIENTIFIC HIGH | 4151 | $7,000 | 156 | 0.00 | 156 | +Inf | 03-31-2024 | |
| INVESCO EXCH TRADED FD TR II | S&P ULTRA DIVIDE | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 1.04 | 12-31-2023 |
| SPDR SER TR | S&P RETAIL ETF | 4153 | $7,000 | 89 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CLARIVATE PLC | ORD SHS | 4154 | $7,000 | 978 | 0.00 | 0.00 | 436 | 80.44 | 03-31-2024 |
