A detailed history of Heritage Oak Wealth Advisors LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 6,552 shares of TFC stock, worth $306,699. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,552
Holding current value
$306,699
% of portfolio
0.13%

Shares

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

Oct 23, 2024

BUY
$38.22 - $44.94 $250,417 - $294,446
6,552 New
6,552 $280 Million

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 $62.1B
  • 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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