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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR ENHANCED EQUITY INC | COM | 8251 | $310,177 | 16,411 | 0.00 | 0.00 | 3,814 | 30.28 | 03-31-2024 |
| ASTRONICS CORP | COM | 8252 | $310,123 | 16,288 | 0.00 | 0.00 | -15,083 | -48.08 | 03-31-2024 |
| ATRION CORP | COM | 8253 | $309,652 | 668 | 0.00 | 0.00 | -912 | -57.72 | 03-31-2024 |
| WISDOMTREE TR | NEW ECON REAL ES | 8254 | $308,866 | 17,055 | 0.00 | 0.00 | 7,563 | 79.68 | 03-31-2024 |
