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
CARTER BANKSHARES INC COM NEW 3451 $236,930 15,827 0.00 0.00 -459 -2.82 12-31-2023
SMARTSHEET INC COM CL A 3452 $235,753 4,930 0.00 4,930 +Inf 12-31-2023
FIRST TR MLP & ENERGY INCOM COM 3453 $235,731 27,507 0.00 0.00 -2,428 -8.11 12-31-2023
WOLFSPEED INC COM 3454 $235,607 5,415 0.00 0.00 -2,066 -27.62 12-31-2023
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