A detailed history of Wr Wealth Planners, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 255 shares of TFC stock, worth $11,531. This represents 0.0% of its overall portfolio holdings.

Number of Shares
255
Previous 429 40.56%
Holding current value
$11,531
Previous $16,000 37.5%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 17, 2024

SELL
$38.22 - $44.94 $6,650 - $7,819
-174 Reduced 40.56%
255 $10,000
Q2 2024

Jul 31, 2024

SELL
$35.41 - $40.18 $1,097 - $1,245
-31 Reduced 6.74%
429 $16,000
Q1 2024

Jul 31, 2024

BUY
$34.53 - $38.98 $15,883 - $17,930
460 New
460 $17,000
Q3 2023

Aug 01, 2024

BUY
$27.97 - $35.59 $111 - $142
4 Added 1.2%
336 $9.63 Million
Q2 2023

Aug 01, 2024

SELL
$26.21 - $34.79 $2,542 - $3,374
-97 Reduced 22.61%
332 $10.1 Million
Q1 2023

Aug 01, 2024

BUY
$30.56 - $50.39 $5,439 - $8,969
178 Added 41.49%
607 $20.7 Million
Q4 2022

Oct 10, 2024

BUY
$40.42 - $47.26 $121 - $141
3 Added 0.93%
325 $14 Million
Q3 2022

Oct 10, 2024

SELL
$20.41 - $50.47 $2,183 - $5,400
-107 Reduced 24.94%
322 $14 Million
Q2 2022

Oct 17, 2024

BUY
$45.68 - $55.36 $137 - $166
3 Added 0.95%
319 $15.1 Million
Q1 2022

Oct 17, 2024

BUY
$56.23 - $67.41 $3,430 - $4,112
61 Added 23.92%
316 $17.9 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 $60B
  • 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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