A detailed history of Avaii Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 6,232 shares of TFC stock, worth $268,287. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,232
Previous 7,005 11.03%
Holding current value
$268,287
Previous $272,000 2.21%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Oct 16, 2024

SELL
$38.22 - $44.94 $29,544 - $34,738
-773 Reduced 11.03%
6,232 $266,000
Q2 2024

Jul 31, 2024

BUY
$35.41 - $40.18 $7,719 - $8,759
218 Added 3.21%
7,005 $272,000
Q1 2024

Apr 29, 2024

SELL
$34.53 - $38.98 $4,247 - $4,794
-123 Reduced 1.78%
6,787 $264,000
Q4 2023

Feb 05, 2024

SELL
$27.03 - $37.64 $32,138 - $44,753
-1,189 Reduced 14.68%
6,910 $255,000
Q3 2023

Oct 24, 2023

BUY
$27.97 - $35.59 $226,529 - $288,243
8,099 New
8,099 $231,000

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 $57.1B
  • 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
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