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 |
|---|---|---|---|---|---|---|---|---|---|
| ETFIS SER TR I | INFRAC ACT MLP | 4551 | $4,000 | 99 | 0.00 | 0.00 | 3 | 3.12 | 03-31-2024 |
| SSGA ACTIVE ETF TR | GLOBL ALLO ETF | 4552 | $4,000 | 99 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | EXTENDED DUR | 4553 | $4,000 | 57 | 0.00 | 0.00 | 44 | 338.46 | 03-31-2024 |
| WISDOMTREE TR | EMERG CUR STR FD | 4554 | $4,000 | 220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
