Institute For Wealth Management, Llc. Truist Financial Corp Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
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 8,567 shares of TFC stock, worth $377,033. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,567
Previous 8,136
5.3%
Holding current value
$377,033
Previous $349,000
12.03%
% of portfolio
0.04%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding TFC
# of Institutions
1,797Shares Held
972MCall Options Held
11.9MPut Options Held
6.91M-
Vanguard Group Inc Valley Forge, PA120MShares$5.3 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA107MShares$4.72 Billion0.83% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.36 Billion0.09% of portfolio
-
State Street Corp Boston, MA60.1MShares$2.64 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC38.7MShares$1.7 Billion0.13% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $58.4B
- 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...