A detailed history of Tria Gen Wealth Management LLC transactions in First Citizens Bancshares Inc stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 285 shares of FCNCA stock, worth $627,131. This represents 0.19% of its overall portfolio holdings.

Number of Shares
285
Previous 285 -0.0%
Holding current value
$627,131
Previous $479,000 9.39%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Jul 18, 2024

BUY
$1532.51 - $1800.35 $1,532 - $1,800
1 Added 0.35%
285 $479,000
Q1 2024

Apr 23, 2024

SELL
$1373.91 - $1635.0 $2,747 - $3,270
-2 Reduced 0.7%
284 $464,000
Q4 2023

Jan 22, 2024

BUY
$1290.13 - $1485.79 $11,611 - $13,372
9 Added 3.25%
286 $405,000
Q3 2023

Oct 23, 2023

BUY
$1264.04 - $1512.07 $1,264 - $1,512
1 Added 0.36%
277 $382,000
Q2 2023

Aug 08, 2023

BUY
$950.79 - $1321.11 $262,418 - $364,626
276 New
276 $354,000

Others Institutions Holding FCNCA

About FIRST CITIZENS BANCSHARES INC


  • Ticker FCNCA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 14,997,500
  • Market Cap $33B
  • Description
  • First Citizens BancShares, Inc. operates as the holding company for First-Citizens Bank & Trust Company that provides retail and commercial banking services to individuals, businesses, and professionals. The company's deposit products include checking, savings, money market, and time deposit accounts. Its loan product portfolio comprises com...
More about FCNCA
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management 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 Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.