Institution Information
| 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 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR S&P 500 VAL ETF | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,172 | -5.04 | 12-31-2023 |
| RLI CORP COM | COM | 802 | $3,391,365 | 25,476 | 0.00 | 0.00 | 65 | 0.26 | 12-31-2023 |
| VANGUARD INDEX FDS REAL ESTATE ETF | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,318 | 3.06 | 12-31-2023 |
| MARATHON PETE CORP COM | COM | 804 | $3,330,741 | 22,450 | 0.00 | 0.00 | 507 | 2.31 | 12-31-2023 |
