A detailed history of Icon Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 6,434 shares of TFC stock, worth $301,046. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,434
Previous 16,696 61.46%
Holding current value
$301,046
Previous $648,000 57.56%
% of portfolio
0.01%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$38.22 - $44.94 $393,857 - $463,106
10,305 Added 160.16%
16,739 $715,000
Q3 2024

Nov 12, 2024

SELL
$38.22 - $44.94 $392,213 - $461,174
-10,262 Reduced 61.46%
6,434 $275,000
Q2 2024

Aug 14, 2024

SELL
$35.41 - $40.18 $5,842 - $6,629
-165 Reduced 0.98%
16,696 $648,000
Q1 2024

May 15, 2024

SELL
$34.53 - $38.98 $396,369 - $447,451
-11,479 Reduced 40.5%
16,861 $657,000
Q4 2023

Feb 14, 2024

SELL
$27.03 - $37.64 $3.06 Million - $4.25 Million
-113,041 Reduced 79.95%
28,340 $1.05 Million
Q4 2022

Feb 14, 2023

BUY
$40.42 - $47.26 $24,292 - $28,403
601 Added 0.43%
141,381 $6.08 Million
Q3 2022

Jan 25, 2023

BUY
$20.41 - $50.47 $2.87 Million - $7.11 Million
140,780 New
140,780 $6.13 Million

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $62.1B
  • Description
  • Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...
More about TFC
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.