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 |
---|---|---|---|---|---|---|---|---|---|
GENERAL DYNAMICS CORP COM | COM | 851 | $2,932,810 | 11,294 | 0.00 | 0.00 | 354 | 3.24 | 12-31-2023 |
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 77,364 | 400.00 | 12-31-2023 |
OLD REP INTL CORP COM | COM | 853 | $2,902,897 | 98,738 | 0.00 | 0.00 | 5,666 | 6.09 | 12-31-2023 |
UNILEVER PLC SPON ADR NEW | COM | 854 | $2,901,493 | 59,849 | 0.00 | 0.00 | 595 | 1.00 | 12-31-2023 |