A detailed history of Congress Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 42,876 shares of TFC stock, worth $2.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
42,876
Holding current value
$2.01 Million
% of portfolio
0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$38.22 - $44.94 $1.64 Million - $1.93 Million
42,876 New
42,876 $1.83 Million
Q4 2023

Feb 09, 2024

BUY
$27.03 - $37.64 $231,457 - $322,311
8,563 New
8,563 $316,000
Q1 2022

May 16, 2022

SELL
$56.23 - $67.41 $407,498 - $488,520
-7,247 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$55.67 - $65.14 $403,440 - $472,069
7,247 New
7,247 $424,000

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 $62.1B
  • 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
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