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
KNIGHT-SWIFT TRANSN HLDGS IN CL A 2201 $37,855,682 758,327 0.00 0.00 98,462 14.92 06-30-2024
ISHARES TR IBONDS DEC 27 2202 $37,839,329 1,512,968 0.00 0.00 139,597 10.16 06-30-2024
GLAUKOS CORP COM 2203 $37,809,273 319,470 0.00 0.00 29,470 10.16 06-30-2024
WISDOMTREE TR US SMALLCAP FUND 2204 $37,805,490 802,153 0.00 0.00 5,589 0.70 06-30-2024
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