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 |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 351 | $27,144,029 | 227,890 | 0.00 | 0.00 | 54,243 | 31.24 | 12-31-2023 |
| ISHARES TR | EAFE SML CP ETF | 352 | $27,130,420 | 438,294 | 0.00 | 0.00 | -82,027 | -15.76 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 353 | $26,525,244 | 531,249 | 0.00 | 0.00 | 131,760 | 32.98 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 354 | $26,353,073 | 468,416 | 0.00 | 0.00 | 74,423 | 18.89 | 12-31-2023 |
