A detailed history of Ivc Wealth Advisors LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 50,461 shares of TFC stock, worth $2 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
50,461
Previous 52,054 3.06%
Holding current value
$2 Million
Previous $1.92 Million 2.34%
% of portfolio
1.14%
Previous 1.2%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$34.53 - $38.98 $55,006 - $62,095
-1,593 Reduced 3.06%
50,461 $1.97 Million
Q4 2023

Jan 10, 2024

BUY
$27.03 - $37.64 $26,435 - $36,811
978 Added 1.91%
52,054 $1.92 Million
Q3 2023

Oct 05, 2023

BUY
$27.97 - $35.59 $46,430 - $59,079
1,660 Added 3.36%
51,076 $1.46 Million
Q2 2023

Jul 13, 2023

BUY
$26.21 - $34.79 $18,976 - $25,187
724 Added 1.49%
49,416 $1.5 Million
Q1 2023

Apr 13, 2023

BUY
$30.56 - $50.39 $14,699 - $24,237
481 Added 1.0%
48,692 $1.66 Million
Q4 2022

Jan 17, 2023

SELL
$40.42 - $47.26 $13,217 - $15,454
-327 Reduced 0.67%
48,211 $0
Q3 2022

Oct 12, 2022

BUY
$20.41 - $50.47 $51,208 - $126,629
2,509 Added 5.45%
48,538 $2.11 Million
Q2 2022

Jul 11, 2022

SELL
$45.68 - $55.36 $12,562 - $15,224
-275 Reduced 0.59%
46,029 $2.18 Million
Q1 2022

Apr 27, 2022

SELL
$56.23 - $67.41 $124,099 - $148,773
-2,207 Reduced 4.55%
46,304 $2.63 Million
Q4 2021

Jan 13, 2022

SELL
$55.67 - $65.14 $69,587 - $81,425
-1,250 Reduced 2.51%
48,511 $2.84 Million
Q2 2021

Jul 13, 2021

SELL
$52.81 - $62.14 $6,284 - $7,394
-119 Reduced 0.24%
49,761 $2.76 Million
Q1 2021

Apr 20, 2021

SELL
$47.18 - $60.17 $20,759 - $26,474
-440 Reduced 0.87%
49,880 $2.91 Million
Q4 2020

Feb 01, 2021

BUY
$38.75 - $49.04 $1.95 Million - $2.47 Million
50,320 New
50,320 $2.41 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 $52.5B
  • 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
Track This Portfolio

Track Ivc Wealth Advisors LLC Portfolio

Follow Ivc Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.