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
NOVO-NORDISK A S ADR 201 $61,765,792 597,059 0.00 0.00 294,308 97.21 12-31-2023
BERKSHIRE HATHAWAY INC DEL CL A 202 $60,231,378 111 0.00 0.00 0 0.00 12-31-2023
SPDR DOW JONES INDL AVERAGE UT SER 1 203 $59,952,640 159,080 0.00 0.00 3,041 1.95 12-31-2023
WILLIAMS COS INC COM 204 $59,869,105 1,718,895 0.00 0.00 573,481 50.07 12-31-2023
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