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 |
|---|---|---|---|---|---|---|---|---|---|
| EQUITY COMWLTH | 6.5% CNV PFD D | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | 0-5YR INVT GR CP | 4852 | $3,000 | 56 | 0.00 | 0.00 | 35 | 166.67 | 03-31-2024 |
| DBX ETF TR | XTRACK MSCI EURP | 4853 | $2,000 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQTY BUFR JAN | 4854 | $2,000 | 44 | 0.00 | 44 | +Inf | 03-31-2024 |
