Position Size ($1000s)
$1,212
| $1,272
| $1,000
| 06/30/2023 | 09/30/2023 | 12/31/2023 | Share Count
49,476
| 52,092
| 40,162
| 06/30/2023 | 09/30/2023 | 12/31/2023 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
INVESCO EXCH TRADED FD TR II (PBTP) |
40,162 |
$1,000 | PBTP | 40,162 | $1,000 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
INVESCO EXCH TRADED FD TR II (PBTP) |
52,092 |
$1,272 | PBTP | 52,092 | $1,272 |
|
Entity | 06/30/2023 Amount |
06/30/2023 Position Size ($ in 1000's) |
INVESCO EXCH TRADED FD TR II (PBTP) |
49,476 |
$1,212 | PBTP | 49,476 | $1,212 |
Top Stocks Held at 12/31/2023: MSFT, AAPL, VTV, VUG, IEFA, More »
Size ($ in 1000's)
At 12/31/2023: $992,612,911 At 09/30/2023: $912,354,837 At 06/30/2023: $954,092,091
Combined Holding Report Includes:
BANK OF AMERICA CORP DE BANK OF AMERICA NA MERRILL LYNCH PIERCE FENNER & SMITH INC. BOFA SECURITIES INC. MERRILL LYNCH CANADA INC. MERRILL LYNCH INTERNATIONAL U.S. TRUST Co OF DELAWARE MANAGED ACCOUNT ADVISORS LLC BofA Securities Europe SA
Bank of America Corp DE Top Holdings
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