Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CWS FINANCIAL ADVISORS LLC | 05-01-2024 | 03-31-2024 | 106 | 244,136,247 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 51 | $609,032 | 3,850 | 0.00 | 0.00 | -3,743 | -49.30 | 03-31-2024 |
| EDWARDS LIFESCIENCES CORP | COM | 52 | $603,175 | 6,312 | 0.00 | 0.00 | -155 | -2.40 | 03-31-2024 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -937 | -7.35 | 03-31-2024 |
| ISHARES INC | CORE MSCI EMKT | 54 | $599,066 | 11,610 | 0.00 | 0.00 | 270 | 2.38 | 03-31-2024 |
