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
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
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