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 |
|---|---|---|---|---|---|---|---|---|---|
| HURON CONSULTING GROUP INC | COM | 2951 | $20,135,369 | 204,420 | 0.00 | 0.00 | 13,771 | 7.22 | 06-30-2024 |
| REAVES UTIL INCOME FD | COM SH BEN INT | 2952 | $20,034,152 | 733,314 | 0.00 | 0.00 | 60,271 | 8.95 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 2953 | $19,994,785 | 256,903 | 0.00 | 0.00 | 9,948 | 4.03 | 06-30-2024 |
| FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 2954 | $19,994,405 | 163,180 | 0.00 | 0.00 | 749 | 0.46 | 06-30-2024 |
