Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TRUIST FINANCIAL CORP | 02-02-2024 | 12-31-2023 | 6214 | 62,907,212,202 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
NOVO-NORDISK A S | ADR | 201 | $61,765,792 | 597,059 | 0.00 | 0.00 | 294,308 | 97.21 | 12-31-2023 |
BERKSHIRE HATHAWAY INC DEL | CL A | 202 | $60,231,378 | 111 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 203 | $59,952,640 | 159,080 | 0.00 | 0.00 | 3,041 | 1.95 | 12-31-2023 |
WILLIAMS COS INC | COM | 204 | $59,869,105 | 1,718,895 | 0.00 | 0.00 | 573,481 | 50.07 | 12-31-2023 |