Wealthcare Advisory Partners LLC Truist Financial Corp Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 252,855 shares of TFC stock, worth $11 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

252,855

Previous 241,665 4.63%

Holding current value

$11 Million

Previous $9.39 Million 15.14%

% of portfolio

0.32%

Previous 0.3%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$38.22 - $44.94 $427,681 - $502,878	11,190 Added 4.63%	252,855 $10.8 Million
Q2 2024 Aug 09, 2024	BUY	$35.41 - $40.18 $799,451 - $907,143	22,577 Added 10.3%	241,665 $9.39 Million
Q1 2024 Apr 15, 2024	BUY	$34.53 - $38.98 $137,187 - $154,867	3,973 Added 1.85%	219,088 $8.54 Million
Q4 2023 Feb 06, 2024	BUY	$27.03 - $37.64 $1.45 Million - $2.02 Million	53,737 Added 33.3%	215,115 $7.94 Million
Q3 2023 Oct 12, 2023	BUY	$27.97 - $35.59 $78,511 - $99,901	2,807 Added 1.77%	161,378 $4.62 Million
Q2 2023 Jul 17, 2023	BUY	$26.21 - $34.79 $598,479 - $794,394	22,834 Added 16.82%	158,571 $4.81 Million
Q1 2023 May 04, 2023	BUY	$30.56 - $50.39 $1.97 Million - $3.25 Million	64,566 Added 90.72%	135,737 $4.63 Million
Q4 2022 Feb 13, 2023	BUY	$40.42 - $47.26 $1.54 Million - $1.8 Million	38,019 Added 114.68%	71,171 $3.06 Million
Q3 2022 Nov 14, 2022	BUY	$20.41 - $50.47 $150,911 - $373,175	7,394 Added 28.71%	33,152 $1.44 Million
Q2 2022 Aug 15, 2022	SELL	$45.68 - $55.36 $12,059 - $14,615	-264 Reduced 1.01%	25,758 $1.22 Million
Q1 2022 Apr 15, 2022	SELL	$56.23 - $67.41 $26,653 - $31,952	-474 Reduced 1.79%	26,022 $1.48 Million
Q4 2021 Feb 11, 2022	SELL	$55.67 - $65.14 $51,383 - $60,124	-923 Reduced 3.37%	26,496 $1.55 Million
Q3 2021 Nov 15, 2021	BUY	$52.18 - $60.15 $119,961 - $138,284	2,299 Added 9.15%	27,419 $1.61 Million
Q2 2021 Aug 16, 2021	SELL	$52.81 - $62.14 $131,338 - $154,542	-2,487 Reduced 9.01%	25,120 $1.39 Million
Q1 2021 Apr 30, 2021	SELL	$47.18 - $60.17 $34,299 - $43,743	-727 Reduced 2.57%	27,607 $1.61 Million
Q4 2020 Feb 12, 2021	SELL	$38.75 - $49.04 $133,106 - $168,452	-3,435 Reduced 10.81%	28,334 $1.36 Million
Q3 2020 Oct 29, 2020	BUY	$33.61 - $40.81 $339,931 - $412,752	10,114 Added 46.71%	31,769 $1.21 Million
Q2 2020 Jul 29, 2020	SELL	$27.21 - $46.37 $12,489 - $21,283	-459 Reduced 2.08%	21,655 $813,000
Q1 2020 Apr 29, 2020	BUY	$25.69 - $56.67 $1,721 - $3,796	67 Added 0.3%	22,114 $682,000
Q4 2019 Jan 29, 2020	BUY	$50.81 - $56.72 $1.12 Million - $1.25 Million	22,047 New	22,047 $1.24 Million

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

944M

Call Options Held

9.38M

Put Options Held

6.49M

View Full List

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...

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Wealthcare Advisory Partners LLC Truist Financial Corp Transaction History