A detailed history of Cyndeo Wealth Partners, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 165,913 shares of TFC stock, worth $7.15 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
165,913
Previous 16,575 900.98%
Holding current value
$7.15 Million
Previous $643,000 1002.95%
% of portfolio
0.5%
Previous 0.05%

Shares

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

Oct 18, 2024

BUY
$38.22 - $44.94 $5.71 Million - $6.71 Million
149,338 Added 900.98%
165,913 $7.09 Million
Q2 2024

Jul 30, 2024

BUY
$35.41 - $40.18 $6,373 - $7,232
180 Added 1.1%
16,575 $643,000
Q1 2024

Apr 16, 2024

BUY
$34.53 - $38.98 $566,119 - $639,077
16,395 New
16,395 $639,000
Q1 2023

Apr 21, 2023

SELL
$30.56 - $50.39 $268,928 - $443,432
-8,800 Reduced 13.51%
56,313 $1.92 Million
Q4 2022

Jan 25, 2023

BUY
$40.42 - $47.26 $2.63 Million - $3.08 Million
65,113 New
65,113 $0

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 $57.2B
  • 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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