Heartwood Wealth Advisors LLC Truist Financial Corp Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 9,531 shares of TFC stock, worth $398,872. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,531
Previous 6,784
40.49%
Holding current value
$398,872
Previous $264,000
40.15%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding TFC
# of Institutions
1,570Shares Held
970MCall Options Held
9.11MPut Options Held
4.53M-
Vanguard Group Inc Valley Forge, PA118MShares$4.93 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.14 Billion0.09% of portfolio
-
State Street Corp Boston, MA59.1MShares$2.48 Billion0.1% of portfolio
-
Dodge & Cox San Francisco, CA51.7MShares$2.16 Billion1.27% of portfolio
-
Capital International Investors Los Angeles, CA51.5MShares$2.16 Billion0.42% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $55.5B
- 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...