Whalen Wealth Management Inc. Truist Financial Corp Transaction History
Whalen Wealth Management Inc.
- $135 Billion
- Q1 2024
A detailed history of Whalen Wealth Management Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 6,331 shares of TFC stock, worth $246,085. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,331
Previous 6,043
4.77%
Holding current value
$246,085
Previous $223 Million
10.61%
% of portfolio
0.18%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding TFC
# of Institutions
1,549Shares Held
935MCall Options Held
10.1MPut Options Held
6.61M-
Vanguard Group Inc Valley Forge, PA117MShares$4.53 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY100MShares$3.9 Billion0.09% of portfolio
-
State Street Corp Boston, MA59.3MShares$2.3 Billion0.1% of portfolio
-
Dodge & Cox San Francisco, CA51.9MShares$2.02 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC40.8MShares$1.59 Billion0.15% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $51.6B
- 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...