Phillips Wealth Planners LLC Truist Financial Corp Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 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 6,379 shares of TFC stock, worth $268,300. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,379
Previous 6,301
1.24%
Holding current value
$268,300
Previous $225 Million
11.52%
% of portfolio
0.26%
Previous 0.26%
Shares
6 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$4.95 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.16 Billion0.09% of portfolio
-
State Street Corp Boston, MA59.1MShares$2.49 Billion0.1% of portfolio
-
Dodge & Cox San Francisco, CA51.7MShares$2.17 Billion1.27% of portfolio
-
Capital International Investors Los Angeles, CA51.5MShares$2.17 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 $55.8B
- 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...