A detailed history of Institute For Wealth Management, Llc. transactions in Truist Financial Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,134 shares of TFC stock, worth $352,364. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,134
Previous 8,432 3.53%
Holding current value
$352,364
Previous $327,000 6.12%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

SELL
$38.22 - $44.94 $11,389 - $13,392
-298 Reduced 3.53%
8,134 $347,000
Q2 2024

Jul 25, 2024

BUY
$35.41 - $40.18 $2,584 - $2,933
73 Added 0.87%
8,432 $327,000
Q1 2024

Apr 30, 2024

SELL
$34.53 - $38.98 $1,761 - $1,987
-51 Reduced 0.61%
8,359 $325,000
Q4 2023

Jan 31, 2024

SELL
$27.03 - $37.64 $7,730 - $10,765
-286 Reduced 3.29%
8,410 $310,000
Q3 2023

Oct 13, 2023

SELL
$27.97 - $35.59 $2,349 - $2,989
-84 Reduced 0.96%
8,696 $248,000
Q2 2023

Jul 25, 2023

BUY
$26.21 - $34.79 $13,917 - $18,473
531 Added 6.44%
8,780 $266,000
Q1 2023

Apr 20, 2023

SELL
$30.56 - $50.39 $733 - $1,209
-24 Reduced 0.29%
8,249 $281,000
Q4 2022

Feb 02, 2023

SELL
$40.42 - $47.26 $17,380 - $20,321
-430 Reduced 4.94%
8,273 $355,000
Q2 2022

Jul 25, 2022

SELL
$45.68 - $55.36 $822 - $996
-18 Reduced 0.21%
8,703 $413,000
Q1 2022

Apr 29, 2022

BUY
$56.23 - $67.41 $9,896 - $11,864
176 Added 2.06%
8,721 $494,000
Q4 2021

Jan 21, 2022

SELL
$55.67 - $65.14 $1,002 - $1,172
-18 Reduced 0.21%
8,545 $500,000
Q3 2021

Nov 15, 2021

SELL
$52.18 - $60.15 $8,974 - $10,345
-172 Reduced 1.97%
8,563 $502,000
Q2 2021

Jul 21, 2021

SELL
$52.81 - $62.14 $1,056 - $1,242
-20 Reduced 0.23%
8,735 $485,000
Q1 2021

May 04, 2021

SELL
$47.18 - $60.17 $5,236 - $6,678
-111 Reduced 1.25%
8,755 $511,000
Q4 2020

Feb 01, 2021

BUY
$38.75 - $49.04 $26,466 - $33,494
683 Added 8.35%
8,866 $425,000
Q3 2020

Nov 03, 2020

SELL
$33.61 - $40.81 $268 - $326
-8 Reduced 0.1%
8,183 $311,000
Q2 2020

Jul 30, 2020

SELL
$27.21 - $46.37 $4,054 - $6,909
-149 Reduced 1.79%
8,191 $308,000
Q1 2020

Apr 29, 2020

BUY
$25.69 - $56.67 $4,752 - $10,483
185 Added 2.27%
8,340 $257,000
Q4 2019

Feb 27, 2020

BUY
$50.81 - $56.72 $391,033 - $436,517
7,696 Added 1676.69%
8,155 $459,000
Q4 2019

Jan 27, 2020

BUY
$50.81 - $56.72 $23,321 - $26,034
459 New
459 $459,000

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 $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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