Kingswood Wealth Advisors, LLC Truist Financial Corp Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 16,544 shares of TFC stock, worth $727,770. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,544
Previous 20,576
19.6%
Holding current value
$727,770
Previous $799 Million
11.48%
% of portfolio
0.05%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding TFC
# of Institutions
1,647Shares Held
944MCall Options Held
9.38MPut Options Held
6.49M-
Vanguard Group Inc Valley Forge, PA119MShares$5.24 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.36 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA71.9MShares$3.16 Billion0.61% of portfolio
-
State Street Corp Boston, MA61.9MShares$2.72 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY51.6MShares$2.27 Billion0.18% 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...