A detailed history of Valued Wealth Advisors LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 350 shares of TFC stock, worth $16,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares
350
Previous 268 30.6%
Holding current value
$16,292
Previous $10.4 Million 43.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2024

BUY
$38.22 - $44.94 $3,134 - $3,685
82 Added 30.6%
350 $15 Million
Q2 2024

Jul 16, 2024

BUY
$35.41 - $40.18 $1,416 - $1,607
40 Added 17.54%
268 $10.4 Million
Q1 2024

Apr 30, 2024

BUY
$34.53 - $38.98 $1,691 - $1,910
49 Added 27.37%
228 $8.9 Million
Q4 2023

Jan 05, 2024

BUY
$27.03 - $37.64 $4,838 - $6,737
179 New
179 $5.12 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 $61.8B
  • 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
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