| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 200 | 0 | 0.00% | ||
| 2 | MORGAN STANLEY | 200 | 0 | 0.00% | ||
| 3 | Creative Planning | 2 | 0 | 0.00% | ||
| 4 | UBS Group AG | 4,079 | 5,000 | 7.81% | ||
| 5 | CITADEL ADVISORS LLC | 16,183 | 19,000 | 29.69% | ||
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 34,226 | 40,000 | 62.50% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
