Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TRUIST FINANCIAL CORP 02-02-2024 12-31-2023 6214 62,907,212,202
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
HERC HLDGS INC COM 1701 $1,355,494 9,104 0.00 0.00 -99 -1.08 12-31-2023
DIMENSIONAL ETF TRUST GLOBAL EX US COR 1702 $1,351,895 26,375 0.00 26,375 +Inf 12-31-2023
ISHARES TR 0-5YR INVT GR CP 1703 $1,349,359 27,426 0.00 0.00 351 1.30 12-31-2023
FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 1704 $1,346,347 21,340 0.00 0.00 -40,947 -65.74 12-31-2023
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