A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 18,303 shares of TFC stock, worth $745,481. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,303
Previous 6,998 161.55%
Holding current value
$745,481
Previous $304 Million 148.1%
% of portfolio
0.2%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025

BUY
$39.48 - $48.15 $446,321 - $544,335
11,305 Added 161.55%
18,303 $753 Million
Q4 2024

Feb 12, 2025

BUY
$41.51 - $48.1 $290,486 - $336,603
6,998 New
6,998 $304 Million

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $54B
  • 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...
More about TFC
Track This Portfolio

Track Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.