Institute For Wealth Management, Llc. Truist Financial Corp Transaction History

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 2024

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 8,359 shares of TFC stock, worth $324,914. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,359
Previous 8,410 0.61%
Holding current value
$324,914
Previous $310,000 4.84%
% of portfolio
0.04%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,549
Shares Held
935M
Call Options Held
10.1M
Put Options Held
6.61M
View Full List

About TRUIST FINANCIAL CORP

TFC Quotes by TradingView
  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $51.6B
  • 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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