Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 02-09-2024 | 12-31-2023 | 18977 | 383,349,598,919 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NERDY INC | CL A COM | 5901 | $126,732 | 36,948 | 0.00 | 0.00 | 9,036 | 32.37 | 12-31-2023 |
| HANCOCK JOHN INVT TR II | COM | 5902 | $126,571 | 9,782 | 0.00 | 0.00 | 800 | 8.91 | 12-31-2023 |
| AMPLIFY ETF TR | ONLIN RETL ETF | 5903 | $126,440 | 2,350 | 0.00 | 0.00 | -325 | -12.15 | 12-31-2023 |
| COASTAL FINL CORP WA | COM NEW | 5904 | $126,169 | 2,841 | 0.00 | 0.00 | 639 | 29.02 | 12-31-2023 |
