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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 1251 | $2,725,638 | 65,567 | 0.00 | 0.00 | -9,225 | -12.33 | 12-31-2023 |
| ISHARES TR | US SML CP VALUE | 1252 | $2,707,260 | 87,895 | 0.00 | 0.00 | 6,303 | 7.73 | 12-31-2023 |
| ALPS ETF TR | ACTIVE EQTY OPPT | 1253 | $2,704,534 | 57,052 | 0.00 | 0.00 | -3,068 | -5.10 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQT ULTRA BF | 1254 | $2,698,382 | 78,373 | 0.00 | 0.00 | -1,290 | -1.62 | 12-31-2023 |
