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
AMERICAN CENTY ETF TR FOCUSED LRG CAP 6751 $1,291,356 20,651 0.00 0.00 11,070 115.54 06-30-2024
WISDOMTREE TR JPN SCAP HDG EQT 6752 $1,290,673 36,982 0.00 0.00 1,480 4.17 06-30-2024
ERMENEGILDO ZEGNA N V ORD SHS 6753 $1,286,973 108,697 0.00 0.00 90,983 513.62 06-30-2024
SHOE CARNIVAL INC COM 6754 $1,285,469 34,846 0.00 0.00 20,155 137.19 06-30-2024
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