Institute For Wealth Management, Llc. Truist Financial Corp Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 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 8,134 shares of TFC stock, worth $331,297. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,134
Previous 8,134
-0.0%
Holding current value
$331,297
Previous $352,000
5.11%
% of portfolio
0.04%
Previous 0.04%
Shares
20 transactions
Others Institutions Holding TFC
# of Institutions
1,766Shares Held
961MCall Options Held
12.5MPut Options Held
7.03M-
Vanguard Group Inc Valley Forge, PA119MShares$4.84 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA105MShares$4.26 Billion0.88% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.03 Billion0.09% of portfolio
-
State Street Corp Boston, MA61.7MShares$2.51 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC37.8MShares$1.54 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 $54B
- 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...