Phillips Wealth Planners LLC Truist Financial Corp Transaction History
Phillips Wealth Planners LLC
- $104 Billion
- Q3 2024
A detailed history of Phillips Wealth Planners LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 6,343 shares of TFC stock, worth $274,778. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,343
Previous 6,379
0.56%
Holding current value
$274,778
Previous $250 Million
12.78%
% of portfolio
0.27%
Previous 0.26%
Shares
7 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$5.17 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.29 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA71.9MShares$3.11 Billion0.61% of portfolio
-
State Street Corp Boston, MA61.9MShares$2.68 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY51.6MShares$2.24 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 $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...