A detailed history of Iht Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Iht Wealth Management, LLC holds 15,448 shares of TFC stock, worth $669,207. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,448
Previous 9,368 64.9%
Holding current value
$669,207
Previous $363,000 81.82%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$38.22 - $44.94 $232,377 - $273,235
6,080 Added 64.9%
15,448 $660,000
Q2 2024

Aug 14, 2024

SELL
$35.41 - $40.18 $12,499 - $14,183
-353 Reduced 3.63%
9,368 $363,000
Q1 2024

May 15, 2024

BUY
$34.53 - $38.98 $4,868 - $5,496
141 Added 1.47%
9,721 $378,000
Q4 2023

Feb 14, 2024

SELL
$27.03 - $37.64 $63,736 - $88,755
-2,358 Reduced 19.75%
9,580 $353,000
Q3 2023

Nov 14, 2023

SELL
$27.97 - $35.59 $42,234 - $53,740
-1,510 Reduced 11.23%
11,938 $341,000
Q2 2023

Aug 14, 2023

SELL
$26.21 - $34.79 $173,379 - $230,135
-6,615 Reduced 32.97%
13,448 $408,000
Q1 2023

May 15, 2023

BUY
$30.56 - $50.39 $56,016 - $92,364
1,833 Added 10.05%
20,063 $684,000
Q4 2022

Feb 14, 2023

SELL
$40.42 - $47.26 $37,267 - $43,573
-922 Reduced 4.81%
18,230 $784,000
Q3 2022

Nov 22, 2022

BUY
$20.41 - $50.47 $107,907 - $266,834
5,287 Added 38.13%
19,152 $834,000
Q2 2022

Aug 15, 2022

SELL
$45.68 - $55.36 $9,455 - $11,459
-207 Reduced 1.47%
13,865 $658,000
Q1 2022

May 16, 2022

BUY
$56.23 - $67.41 $55,892 - $67,005
994 Added 7.6%
14,072 $798,000
Q4 2021

Feb 14, 2022

BUY
$55.67 - $65.14 $20,987 - $24,557
377 Added 2.97%
13,078 $766,000
Q3 2021

Nov 15, 2021

SELL
$52.18 - $60.15 $220,669 - $254,374
-4,229 Reduced 24.98%
12,701 $745,000
Q2 2021

Aug 16, 2021

SELL
$52.81 - $62.14 $82,700 - $97,311
-1,566 Reduced 8.47%
16,930 $940,000
Q1 2021

May 18, 2021

BUY
$47.18 - $60.17 $75,440 - $96,211
1,599 Added 9.46%
18,496 $1.08 Million
Q4 2020

Feb 17, 2021

BUY
$38.75 - $49.04 $45,105 - $57,082
1,164 Added 7.4%
16,897 $810,000
Q3 2020

Nov 19, 2020

BUY
$33.61 - $40.81 $320,639 - $389,327
9,540 Added 154.04%
15,733 $599,000
Q2 2020

Aug 14, 2020

SELL
$27.21 - $46.37 $279,637 - $476,544
-10,277 Reduced 62.4%
6,193 $233,000
Q1 2020

May 13, 2020

SELL
$25.69 - $56.67 $69,517 - $153,349
-2,706 Reduced 14.11%
16,470 $508,000
Q4 2019

Feb 18, 2020

BUY
$50.81 - $56.72 $974,332 - $1.09 Million
19,176 New
19,176 $1.08 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 $57.5B
  • 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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