Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
BAC, BML-PG | BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | $17.5 M | Mar 1, 2023 | ||
C, C-PJ | CITIGROUP INC | Head of Wealth | $15.4 M | Feb 15, 2024 |
Sym | Company | Class | Transaction | % | Value $ | Price $ | Shares | Shares After | Date | Ownership |
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