A detailed history of Wr Wealth Planners, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 255 shares of TFC stock, worth $11,936. This represents 0.0% of its overall portfolio holdings.

Number of Shares
255
Previous 429 40.56%
Holding current value
$11,936
Previous $16,000 37.5%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 17, 2024

SELL
$38.22 - $44.94 $6,650 - $7,819
-174 Reduced 40.56%
255 $10,000
Q2 2024

Jul 31, 2024

SELL
$35.41 - $40.18 $1,097 - $1,245
-31 Reduced 6.74%
429 $16,000
Q1 2024

Jul 31, 2024

BUY
$34.53 - $38.98 $15,883 - $17,930
460 New
460 $17,000
Q3 2023

Aug 01, 2024

BUY
$27.97 - $35.59 $111 - $142
4 Added 1.2%
336 $9.63 Million
Q2 2023

Aug 01, 2024

SELL
$26.21 - $34.79 $2,542 - $3,374
-97 Reduced 22.61%
332 $10.1 Million
Q1 2023

Aug 01, 2024

BUY
$30.56 - $50.39 $5,439 - $8,969
178 Added 41.49%
607 $20.7 Million
Q4 2022

Oct 10, 2024

BUY
$40.42 - $47.26 $121 - $141
3 Added 0.93%
325 $14 Million
Q3 2022

Oct 10, 2024

SELL
$20.41 - $50.47 $2,183 - $5,400
-107 Reduced 24.94%
322 $14 Million
Q2 2022

Oct 17, 2024

BUY
$45.68 - $55.36 $137 - $166
3 Added 0.95%
319 $15.1 Million
Q1 2022

Oct 17, 2024

BUY
$56.23 - $67.41 $3,430 - $4,112
61 Added 23.92%
316 $17.9 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 $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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.