A detailed history of Accurate Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 8,535 shares of TFC stock, worth $354,287. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,535
Previous 6,266 36.21%
Holding current value
$354,287
Previous $244,000 35.66%
% of portfolio
0.08%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$35.41 - $40.18 $80,345 - $91,168
2,269 Added 36.21%
8,535 $331,000
Q1 2024

Apr 22, 2024

BUY
$34.53 - $38.98 $216,364 - $244,248
6,266 New
6,266 $244,000
Q4 2022

Jan 11, 2023

SELL
$40.42 - $47.26 $1,616 - $1,890
-40 Reduced 0.77%
5,129 $0
Q3 2022

Nov 14, 2022

BUY
$20.41 - $50.47 $105,499 - $260,879
5,169 New
5,169 $227,000

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 $55.1B
  • 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 Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.