Total Wealth Planning & Management, Inc. Truist Financial Corp Transaction History
Total Wealth Planning & Management, Inc.
- $124 Billion
- Q2 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 7,800 shares of TFC stock, worth $334,074. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,800
Previous 7,500
4.0%
Holding current value
$334,074
Previous $309 Million
8.65%
% of portfolio
0.27%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding TFC
# of Institutions
1,766Shares Held
955MCall Options Held
12.7MPut Options Held
7.17M-
Vanguard Group Inc Valley Forge, PA120MShares$5.16 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA105MShares$4.48 Billion0.88% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.24 Billion0.09% of portfolio
-
State Street Corp Boston, MA61.7MShares$2.64 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC37.8MShares$1.62 Billion0.13% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $56.8B
- 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...