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 |
|---|---|---|---|---|---|---|---|---|---|
| MONGODB INC | CL A | 901 | $5,674,429 | 13,879 | 0.00 | 0.00 | 4,790 | 52.70 | 12-31-2023 |
| PIMCO MUN INCOME FD | COM | 902 | $5,669,080 | 607,618 | 0.00 | 0.00 | -8,130 | -1.32 | 12-31-2023 |
| ISHARES TR | IBONDS DEC 25 | 903 | $5,659,889 | 213,219 | 0.00 | 0.00 | 1,613 | 0.76 | 12-31-2023 |
| TRANSDIGM GROUP INC | COM | 904 | $5,656,021 | 5,591 | 0.00 | 0.00 | -160 | -2.78 | 12-31-2023 |
