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 | DOW 30 EQL WGT | 3101 | $310,319 | 9,519 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SLR INVESTMENT CORP | COM | 3102 | $310,268 | 20,643 | 0.00 | 20,643 | +Inf | 12-31-2023 | |
| PEBBLEBROOK HOTEL TR | COM | 3103 | $310,129 | 19,407 | 0.00 | 0.00 | -6,769 | -25.86 | 12-31-2023 |
| BLACKROCK CR ALLOCATION INCO | COM | 3104 | $309,151 | 29,956 | 0.00 | 0.00 | -459 | -1.51 | 12-31-2023 |
