A detailed history of Creative One Wealth, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Creative One Wealth, LLC holds 13,832 shares of TFC stock, worth $599,202. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,832
Previous 7,642 81.0%
Holding current value
$599,202
Previous $297,000 98.99%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$38.22 - $44.94 $236,581 - $278,178
6,190 Added 81.0%
13,832 $591,000
Q2 2024

Aug 14, 2024

SELL
$35.41 - $40.18 $198,118 - $224,807
-5,595 Reduced 42.27%
7,642 $297,000
Q1 2024

May 14, 2024

BUY
$34.53 - $38.98 $457,073 - $515,978
13,237 New
13,237 $516,000
Q1 2020

May 14, 2020

SELL
$25.69 - $56.67 $96,414 - $212,682
-3,753 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$50.81 - $56.72 $190,689 - $212,870
3,753 New
3,753 $211,000

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 $57.5B
  • 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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