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 |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 151 | $86,332,316 | 889,657 | 0.00 | 0.00 | -13,727 | -1.52 | 12-31-2023 |
| TRANE TECHNOLOGIES PLC | SHS | 152 | $85,907,769 | 352,225 | 0.00 | 0.00 | 6,917 | 2.00 | 12-31-2023 |
| ISHARES TR | CORE HIGH DV ETF | 153 | $85,852,542 | 841,774 | 0.00 | 0.00 | -478,023 | -36.22 | 12-31-2023 |
| NOVARTIS AG | SPONSORED ADR | 154 | $83,841,922 | 830,365 | 0.00 | 0.00 | 51,581 | 6.62 | 12-31-2023 |
