David Wealth Management LLC Truist Financial Corp Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, David Wealth Management LLC holds 54,270 shares of TFC stock, worth $2.42 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
54,270
Previous 54,270
-0.0%
Holding current value
$2.42 Million
Previous $2.23 Billion
4.47%
% of portfolio
1.74%
Previous 1.87%
Shares
1 transactions
Others Institutions Holding TFC
# of Institutions
1,789Shares Held
969MCall Options Held
11.6MPut Options Held
6.37M-
Vanguard Group Inc Valley Forge, PA120MShares$5.38 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA107MShares$4.79 Billion0.83% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.42 Billion0.09% of portfolio
-
State Street Corp Boston, MA60.1MShares$2.68 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC38.7MShares$1.73 Billion0.13% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $59.2B
- 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...