Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BANK OF AMERICA CORP /DE/ | 05-15-2024 | 03-31-2024 | 25473 | 1,067,158,623,318 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SURMODICS INC | COM | 3901 | $9,399,364 | 320,360 | 0.00 | 0.00 | 69,206 | 27.56 | 03-31-2024 |
DIREXION SHS ETF TR | DLY SMCAP BULL3X | 3902 | $9,390,553 | 218,792 | 0.00 | 0.00 | 218,321 | 46352.65 | 03-31-2024 |
JASPER THERAPEUTICS INC | COM NEW | 3903 | $9,388,946 | 319,787 | 0.00 | 319,787 | +Inf | 03-31-2024 | |
FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 3904 | $9,379,818 | 270,468 | 0.00 | 0.00 | -51,826 | -16.08 | 03-31-2024 |