Avantax Planning Partners, Inc. Truist Financial Corp Transaction History

Avantax Planning Partners, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$34.53 - $38.98 $181,006 - $204,333	5,242 New	5,242 $204,000
Q2 2022 Jul 18, 2022	SELL	$45.68 - $55.36 $166,686 - $202,008	-3,649 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$56.23 - $67.41 $7,028 - $8,426	-125 Reduced 3.31%	3,649 $207,000
Q4 2021 Jan 28, 2022	BUY	$55.67 - $65.14 $17,146 - $20,063	308 Added 8.89%	3,774 $221,000
Q3 2021 Oct 27, 2021	BUY	$52.18 - $60.15 $180,855 - $208,479	3,466 New	3,466 $203,000

1,647

944M

9.38M

6.49M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $57.8B
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...

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

Stay updated on Avantax Planning Partners, Inc. with notifications on news.