A detailed history of True Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,860 shares of TFC stock, worth $227,496. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,860
Holding current value
$227,496
% of portfolio
0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$38.22 - $44.94 $185,749 - $218,408
4,860 New
4,860 $207,000
Q1 2023

Apr 19, 2023

SELL
$30.56 - $50.39 $63,809 - $105,214
-2,088 Reduced 24.91%
6,294 $214,000
Q4 2022

Jan 23, 2023

BUY
$40.42 - $47.26 $42,521 - $49,717
1,052 Added 14.35%
8,382 $0
Q3 2022

Oct 21, 2022

BUY
$20.41 - $50.47 $14,164 - $35,026
694 Added 10.46%
7,330 $319,000
Q2 2022

Jul 27, 2022

BUY
$45.68 - $55.36 $134,344 - $162,813
2,941 Added 79.59%
6,636 $315,000
Q1 2022

May 05, 2022

SELL
$56.23 - $67.41 $152,495 - $182,815
-2,712 Reduced 42.33%
3,695 $216,000
Q1 2022

May 04, 2022

BUY
$56.23 - $67.41 $152,495 - $182,815
2,712 Added 73.4%
6,407 $318,000
Q4 2021

Feb 02, 2022

BUY
$55.67 - $65.14 $6,903 - $8,077
124 Added 3.47%
3,695 $216,000
Q3 2021

Oct 25, 2021

SELL
$52.18 - $60.15 $2,765 - $3,187
-53 Reduced 1.46%
3,571 $209,000
Q2 2021

Jul 23, 2021

BUY
$52.81 - $62.14 $191,383 - $225,195
3,624 New
3,624 $201,000

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 $62.1B
  • 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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