Bergan Kdv Wealth Management, LLC Truist Financial Corp Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 117 shares of TFC stock, worth $4,547. This represents 0.0% of its overall portfolio holdings.
Number of Shares
117
Previous 224
47.77%
Holding current value
$4,547
Previous $7,000
57.14%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding TFC
# of Institutions
1,549Shares Held
935MCall Options Held
10.1MPut Options Held
6.61M-
Vanguard Group Inc Valley Forge, PA117MShares$4.53 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY100MShares$3.9 Billion0.09% of portfolio
-
State Street Corp Boston, MA59.3MShares$2.3 Billion0.1% of portfolio
-
Dodge & Cox San Francisco, CA51.9MShares$2.02 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC40.8MShares$1.59 Billion0.15% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $51.6B
- 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...