Heritage Oak Wealth Advisors LLC Truist Financial Corp Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 6,552 shares of TFC stock, worth $302,702. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,552Holding current value
$302,702% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding TFC
# of Institutions
1,599Shares Held
969MCall Options Held
9.06MPut Options Held
4.58M-
Vanguard Group Inc Valley Forge, PA118MShares$5.44 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.57 Billion0.09% of portfolio
-
State Street Corp Boston, MA59.1MShares$2.73 Billion0.1% of portfolio
-
Dodge & Cox San Francisco, CA51.7MShares$2.39 Billion1.27% of portfolio
-
Capital International Investors Los Angeles, CA51.5MShares$2.38 Billion0.42% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $61.3B
- 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...