A detailed history of Legacy Wealth Asset Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 17,325 shares of TFC stock, worth $750,519. This represents 0.22% of its overall portfolio holdings.

Number of Shares
17,325
Previous 17,364 0.22%
Holding current value
$750,519
Previous $674,000 9.79%
% of portfolio
0.22%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$38.22 - $44.94 $1,490 - $1,752
-39 Reduced 0.22%
17,325 $740,000
Q2 2024

Aug 14, 2024

SELL
$35.41 - $40.18 $248,649 - $282,143
-7,022 Reduced 28.8%
17,364 $674,000
Q1 2024

Apr 19, 2024

BUY
$34.53 - $38.98 $6,215 - $7,016
180 Added 0.74%
24,386 $950,000
Q4 2023

Jan 10, 2024

SELL
$27.03 - $37.64 $47,275 - $65,832
-1,749 Reduced 6.74%
24,206 $893,000
Q3 2023

Oct 31, 2023

SELL
$27.97 - $35.59 $2,741 - $3,487
-98 Reduced 0.38%
25,955 $742,000
Q2 2023

Aug 04, 2023

BUY
$26.21 - $34.79 $404,629 - $537,088
15,438 Added 145.44%
26,053 $790,000
Q1 2023

Apr 21, 2023

BUY
$30.56 - $50.39 $3,636 - $5,996
119 Added 1.13%
10,615 $361,000
Q4 2022

Feb 02, 2023

BUY
$40.42 - $47.26 $10,711 - $12,523
265 Added 2.59%
10,496 $451,000
Q3 2022

Oct 14, 2022

BUY
$20.41 - $50.47 $208,814 - $516,358
10,231 New
10,231 $445,000

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 $57.5B
  • 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
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