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 |
|---|---|---|---|---|---|---|---|---|---|
| PALISADE BIO INC | COM | Liquidated | $0 | 0 | 0.00 | 30,000 | +Inf | 12-31-2023 | |
| SPDR INDEX SHS FDS | MSCI WRLD STRGIC | 9752 | $50,968 | 425 | 0.00 | 0.00 | 15 | 3.66 | 03-31-2024 |
| ISHARES TR | ESG SCRND S&P SM | 9753 | $50,960 | 1,301 | 0.00 | 0.00 | 243 | 22.97 | 03-31-2024 |
| BETTER HOME & FINANCE HOLDIN | COM CL A | 9754 | $50,569 | 101,954 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
