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 EXCHNG TRADED FD VI | CBOE VEST US EQ | 451 | $18,737,483 | 705,212 | 0.00 | 0.00 | 604,164 | 597.90 | 12-31-2023 |
| ISHARES TR | ESG AWR MSCI USA | 452 | $18,662,069 | 177,870 | 0.00 | 0.00 | -35,361 | -16.58 | 12-31-2023 |
| SPDR SER TR | S&P 600 SMCP VAL | 453 | $18,599,136 | 223,252 | 0.00 | 0.00 | -2,255 | -1.00 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST FD DEP | 454 | $18,527,763 | 816,201 | 0.00 | 0.00 | 146,523 | 21.88 | 12-31-2023 |
