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
INTERACTIVE BROKERS GROUP IN COM CL A 801 $6,932,187 83,621 0.00 0.00 -21,121 -20.16 12-31-2023
INGERSOLL RAND INC COM 802 $6,902,531 89,249 0.00 0.00 -27,683 -23.67 12-31-2023
ARCHER DANIELS MIDLAND CO COM 803 $6,898,687 95,523 0.00 0.00 -33,210 -25.80 12-31-2023
ISHARES TR ESG AWARE MSCI 804 $6,889,652 181,259 0.00 0.00 15,276 9.20 12-31-2023
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