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
LAKELAND FINL CORP COM 4401 $7,030,584 114,281 0.00 0.00 8,315 7.85 06-30-2024
DIREXION SHS ETF TR DAILY REGIONAL 4402 $7,023,000 100,000 0.00 0.00 98,600 7042.86 06-30-2024
VANECK ETF TRUST MORTGAGE REIT 4403 $7,021,446 627,475 0.00 0.00 -104,830 -14.32 06-30-2024
PIPER SANDLER COMPANIES COM 4404 $7,017,882 30,490 0.00 0.00 9,059 42.27 06-30-2024
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