A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 78,103 shares of TFC stock, worth $3.61 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
78,103
Holding current value
$3.61 Million
% of portfolio
0.72%

Shares

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

Oct 30, 2024

BUY
$38.22 - $44.94 $2.99 Million - $3.51 Million
78,103 New
78,103 $3.34 Million
Q3 2023

Nov 06, 2023

BUY
$27.97 - $35.59 $5,594 - $7,118
200 Added 25.0%
1,000 $28,000
Q2 2023

Aug 10, 2023

BUY
$26.21 - $34.79 $20,968 - $27,832
800 New
800 $24,000
Q3 2021

Nov 16, 2021

SELL
$52.18 - $60.15 $140,207 - $161,623
-2,687 Reduced 81.75%
600 $35,000
Q2 2021

Aug 11, 2021

BUY
$52.81 - $62.14 $8,449 - $9,942
160 Added 5.12%
3,287 $182,000
Q4 2020

Feb 16, 2021

BUY
$38.75 - $49.04 $775 - $980
20 Added 0.64%
3,127 $150,000
Q3 2020

Nov 16, 2020

BUY
$33.61 - $40.81 $72,563 - $88,108
2,159 Added 227.74%
3,107 $118,000
Q2 2020

Aug 12, 2020

BUY
$27.21 - $46.37 $680 - $1,159
25 Added 2.71%
948 $36,000
Q1 2020

May 14, 2020

SELL
$25.69 - $56.67 $3,853 - $8,500
-150 Reduced 13.98%
923 $28,000
Q4 2019

Feb 14, 2020

BUY
$50.81 - $56.72 $54,519 - $60,860
1,073 New
1,073 $60,000

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 $61.3B
  • 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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