A detailed history of Smith & Howard Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 14,486 shares of TFC stock, worth $624,491. This represents 0.18% of its overall portfolio holdings.

Number of Shares
14,486
Previous 14,486 -0.0%
Holding current value
$624,491
Previous $562,000 10.14%
% of portfolio
0.18%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$35.41 - $40.18 $512,949 - $582,047
14,486 New
14,486 $562,000
Q2 2022

Aug 05, 2022

SELL
$45.68 - $55.36 $181,486 - $219,945
-3,973 Closed
0 $0
Q4 2021

Jan 18, 2022

SELL
$55.67 - $65.14 $20,375 - $23,841
-366 Reduced 8.44%
3,973 $233,000
Q3 2021

Oct 22, 2021

BUY
$52.18 - $60.15 $226,409 - $260,990
4,339 New
4,339 $254,000

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 $57.2B
  • 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
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