Octavia Wealth Advisors, LLC Truist Financial Corp Transaction History
Octavia Wealth Advisors, LLC
- $732 Million
- Q2 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 31,483 shares of TFC stock, worth $1.34 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
31,483
Previous 21,064
49.46%
Holding current value
$1.34 Million
Previous $821,000
48.96%
% of portfolio
0.17%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding TFC
# of Institutions
1,570Shares Held
970MCall Options Held
9.11MPut Options Held
4.53M-
Vanguard Group Inc Valley Forge, PA118MShares$5.01 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.21 Billion0.09% of portfolio
-
State Street Corp Boston, MA59.1MShares$2.51 Billion0.1% of portfolio
-
Dodge & Cox San Francisco, CA51.7MShares$2.2 Billion1.27% of portfolio
-
Capital International Investors Los Angeles, CA51.5MShares$2.19 Billion0.42% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $56.4B
- 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...