Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BANK OF AMERICA CORP /DE/ 02-14-2024 12-31-2023 26395 992,680,792,149
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INVESCO EXCHANGE TRADED FD T S&P MDCP400 EQ Liquidated $0 0 0.00 0.00 -1,441 -11.73 12-31-2023
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 6952 $985,870 42,623 0.00 0.00 19,092 81.14 12-31-2023
ALLAKOS INC COM 6953 $984,845 360,749 0.00 0.00 -21,673 -5.67 12-31-2023
DIREXION SHS ETF TR DRX S&P500BULL 6954 $983,642 9,459 0.00 0.00 9,047 2195.87 12-31-2023
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