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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 1101 | $3,600,894 | 21,439 | 0.00 | 0.00 | 4,665 | 27.81 | 12-31-2023 |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 1102 | $3,589,410 | 241,386 | 0.00 | 0.00 | -15,578 | -6.06 | 12-31-2023 |
| WISDOMTREE TR | FLOATNG RAT TREA | 1103 | $3,585,757 | 71,373 | 0.00 | 0.00 | -76,823 | -51.84 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 1104 | $3,584,690 | 102,568 | 0.00 | 0.00 | -4,780 | -4.45 | 12-31-2023 |
