A detailed history of Venturi Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 10,229 shares of TFC stock, worth $443,120. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,229
Previous 9,630 6.22%
Holding current value
$443,120
Previous $374,000 16.84%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2024

BUY
$38.22 - $44.94 $22,893 - $26,919
599 Added 6.22%
10,229 $437,000
Q2 2024

Jul 19, 2024

BUY
$35.41 - $40.18 $17,280 - $19,607
488 Added 5.34%
9,630 $374,000
Q1 2024

Apr 23, 2024

BUY
$34.53 - $38.98 $60,427 - $68,215
1,750 Added 23.67%
9,142 $356,000
Q4 2023

Jan 23, 2024

BUY
$27.03 - $37.64 $96,551 - $134,450
3,572 Added 93.51%
7,392 $272,000
Q3 2023

Nov 02, 2023

SELL
$27.97 - $35.59 $19,579 - $24,913
-700 Reduced 15.49%
3,820 $109,000
Q2 2023

Jul 24, 2023

BUY
$26.21 - $34.79 $118,469 - $157,250
4,520 New
4,520 $137,000

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 $57.5B
  • 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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