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 |
---|---|---|---|---|---|---|---|---|---|
ARK ETF TR | AUTNMUS TECHNLGY | 2101 | $773,085 | 13,398 | 0.00 | 0.00 | 306 | 2.34 | 12-31-2023 |
FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 2102 | $771,011 | 23,339 | 0.00 | 0.00 | -1,652 | -6.61 | 12-31-2023 |
FIRST TR EXCHNG TRADED FD VI | CBOE VEST US BUF | 2103 | $770,701 | 18,598 | 0.00 | 0.00 | -3,572 | -16.11 | 12-31-2023 |
ISHARES TR | CORE 1 5 YR USD | 2104 | $767,974 | 16,147 | 0.00 | 0.00 | 2,708 | 20.15 | 12-31-2023 |