A detailed history of Bank Plus Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 7,378 shares of TFC stock, worth $346,839. This represents 0.24% of its overall portfolio holdings.

Number of Shares
7,378
Holding current value
$346,839
% of portfolio
0.24%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$41.51 - $48.1 $306,260 - $354,881
7,378 New
7,378 $320 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 $62.4B
  • 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 Bank Plus Wealth Management LLC Portfolio

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

News

Stay updated on Bank Plus Wealth Management LLC with notifications on news.