A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 492,786 shares of TFC stock, worth $21.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
492,786
Previous 511,132 3.59%
Holding current value
$21.7 Million
Previous $19.9 Million 6.09%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 23, 2024

SELL
$38.22 - $44.94 $701,184 - $824,469
-18,346 Reduced 3.59%
492,786 $21.1 Million
Q2 2024

Jul 16, 2024

BUY
$35.41 - $40.18 $586,141 - $665,099
16,553 Added 3.35%
511,132 $19.9 Million
Q1 2024

Apr 15, 2024

BUY
$34.53 - $38.98 $1.51 Million - $1.71 Million
43,746 Added 9.7%
494,579 $19.3 Million
Q4 2023

Jan 30, 2024

BUY
$27.03 - $37.64 $1.21 Million - $1.68 Million
44,668 Added 11.0%
450,833 $16.6 Million
Q3 2023

Nov 13, 2023

BUY
$27.97 - $35.59 $11.4 Million - $14.5 Million
406,165 New
406,165 $11.6 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 $58.3B
  • 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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.