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 |
---|---|---|---|---|---|---|---|---|---|
SERVICE CORP INTL COM | COM | 551 | $9,442,616 | 137,949 | 0.00 | 0.00 | 144 | 0.10 | 12-31-2023 |
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | ETF | 552 | $9,311,163 | 165,856 | 0.00 | 165,856 | +Inf | 12-31-2023 | |
TXO PARTNERS LP COM UNIT | COM | 553 | $9,278,381 | 510,362 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SOUTHERN CO COM | COM | 554 | $9,205,306 | 131,279 | 0.00 | 0.00 | 2,804 | 2.18 | 12-31-2023 |