A detailed history of Lumature Wealth Partners, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 11,487 shares of TFC stock, worth $504,853. This represents 0.21% of its overall portfolio holdings.

Number of Shares
11,487
Previous 11,485 0.02%
Holding current value
$504,853
Previous $391,000 11.0%
% of portfolio
0.21%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

BUY
$26.21 - $34.79 $52 - $69
2 Added 0.02%
11,487 $348,000
Q1 2023

May 15, 2023

BUY
$30.56 - $50.39 $30 - $50
1 Added 0.01%
11,485 $391,000
Q4 2022

Feb 14, 2023

SELL
$40.42 - $47.26 $21,867 - $25,567
-541 Reduced 4.5%
11,484 $494,000
Q3 2022

Nov 10, 2022

SELL
$20.41 - $50.47 $1,040 - $2,573
-51 Reduced 0.42%
12,025 $524,000
Q2 2022

Aug 10, 2022

BUY
$45.68 - $55.36 $2,375 - $2,878
52 Added 0.43%
12,076 $573,000
Q4 2020

Feb 08, 2021

BUY
$38.75 - $49.04 $465,930 - $589,656
12,024 New
12,024 $576,000

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 $58.3B
  • 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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