Phillips Wealth Planners LLC Truist Financial Corp Transaction History
Phillips Wealth Planners LLC
- $100 Billion
- Q4 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 6,305 shares of TFC stock, worth $251,632. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,305
Previous 6,343
0.6%
Holding current value
$251,632
Previous $282 Million
4.51%
% of portfolio
0.27%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding TFC
# of Institutions
1,747Shares Held
955MCall Options Held
8.24MPut Options Held
6.8M-
Vanguard Group Inc Valley Forge, PA119MShares$4.75 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY99MShares$3.95 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA90.6MShares$3.62 Billion0.77% of portfolio
-
State Street Corp Boston, MA63.7MShares$2.54 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY48.3MShares$1.93 Billion0.17% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $53B
- 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...