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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US S CAP QTY DIV | 4901 | $5,042,676 | 107,040 | 0.00 | 0.00 | -2,720 | -2.48 | 06-30-2024 |
| SITIME CORP | COM | 4902 | $5,041,245 | 40,531 | 0.00 | 0.00 | -2,953 | -6.79 | 06-30-2024 |
| FIRST COMWLTH FINL CORP PA | COM | 4903 | $5,038,689 | 364,858 | 0.00 | 0.00 | -87,830 | -19.40 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 4904 | $5,038,310 | 95,913 | 0.00 | 0.00 | 27,968 | 41.16 | 06-30-2024 |
