Institution Information
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
Institutional Holdings
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
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