Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BANK OF AMERICA CORP /DE/ 08-14-2024 06-30-2024 26600 1,131,669,012,850
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MARSH & MCLENNAN COS INC COM 201 $1,605,776,759 7,620,429 0.00 0.00 -238,062 -3.03 06-30-2024
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 202 $1,598,962,416 28,210,346 0.00 0.00 1,562,554 5.86 06-30-2024
TRUIST FINL CORP COM 203 $1,591,021,405 40,952,932 0.00 0.00 175,291 0.43 06-30-2024
ISHARES TR S&P 100 ETF 204 $1,577,525,753 5,968,694 0.00 0.00 71,445 1.21 06-30-2024
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