A detailed history of Icon Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 16,861 shares of TFC stock, worth $667,021. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,861
Previous 28,340 40.5%
Holding current value
$667,021
Previous $1.05 Million 37.19%
% of portfolio
0.06%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$34.53 - $38.98 $396,369 - $447,451
-11,479 Reduced 40.5%
16,861 $657,000
Q4 2023

Feb 14, 2024

SELL
$27.03 - $37.64 $3.06 Million - $4.25 Million
-113,041 Reduced 79.95%
28,340 $1.05 Million
Q4 2022

Feb 14, 2023

BUY
$40.42 - $47.26 $24,292 - $28,403
601 Added 0.43%
141,381 $6.08 Million
Q3 2022

Jan 25, 2023

BUY
$20.41 - $50.47 $2.87 Million - $7.11 Million
140,780 New
140,780 $6.13 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 $52.5B
  • 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...
More about TFC
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