Phillips Wealth Planners LLC Truist Financial Corp Transaction History
Phillips Wealth Planners LLC
- $110 Billion
- Q2 2025
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 8,161 shares of TFC stock, worth $349,535. This represents 0.34% of its overall portfolio holdings.
Number of Shares
8,161
Previous 6,231
30.97%
Holding current value
$349,535
Previous $221 Million
68.02%
% of portfolio
0.34%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding TFC
# of Institutions
1,766Shares Held
955MCall Options Held
12.7MPut Options Held
7.17M-
Vanguard Group Inc Valley Forge, PA120MShares$5.16 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA105MShares$4.48 Billion0.88% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.24 Billion0.09% of portfolio
-
State Street Corp Boston, MA61.7MShares$2.64 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC37.8MShares$1.62 Billion0.13% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $56.8B
- 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...