Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | 02-13-2024 | 12-31-2023 | 1142 | 47,214,494,669 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FISERV INC COM | COM | 51 | $298,689,616 | 2,248,492 | 0.00 | 0.00 | -55,152 | -2.39 | 12-31-2023 |
VANGUARD INDEX FDS S&P 500 ETF SHS | ETF | 52 | $294,966,838 | 675,290 | 0.00 | 675,290 | +Inf | 12-31-2023 | |
OTIS WORLDWIDE CORP COM | COM | 53 | $294,171,866 | 3,287,939 | 0.00 | 0.00 | -92,037 | -2.72 | 12-31-2023 |
PROLOGIS INC. COM | COM | 54 | $292,688,299 | 2,195,712 | 0.00 | 0.00 | -13,936 | -0.63 | 12-31-2023 |