A detailed history of Axxcess Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 77,758 shares of TFC stock, worth $3.42 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
77,758
Previous 70,382 10.48%
Holding current value
$3.42 Million
Previous $2.73 Million 21.58%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 04, 2024

BUY
$38.22 - $44.94 $281,910 - $331,477
7,376 Added 10.48%
77,758 $3.32 Million
Q2 2024

Aug 09, 2024

SELL
$35.41 - $40.18 $432,462 - $490,718
-12,213 Reduced 14.79%
70,382 $2.73 Million
Q1 2024

May 14, 2024

BUY
$34.53 - $38.98 $305,625 - $345,011
8,851 Added 12.0%
82,595 $3.22 Million
Q4 2023

Feb 06, 2024

BUY
$27.03 - $37.64 $316,223 - $440,350
11,699 Added 18.86%
73,744 $2.72 Million
Q3 2023

Nov 14, 2023

BUY
$27.97 - $35.59 $632,345 - $804,618
22,608 Added 57.33%
62,045 $1.78 Million
Q2 2023

Aug 08, 2023

SELL
$26.21 - $34.79 $53,704 - $71,284
-2,049 Reduced 4.94%
39,437 $1.2 Million
Q1 2023

May 03, 2023

BUY
$30.56 - $50.39 $33,432 - $55,126
1,094 Added 2.71%
41,486 $1.41 Million
Q4 2022

Feb 14, 2023

SELL
$40.42 - $47.26 $97,008 - $113,424
-2,400 Reduced 5.61%
40,392 $1.74 Million
Q3 2022

Nov 14, 2022

BUY
$20.41 - $50.47 $82,354 - $203,646
4,035 Added 10.41%
42,792 $1.86 Million
Q2 2022

Aug 11, 2022

SELL
$45.68 - $55.36 $176,096 - $213,412
-3,855 Reduced 9.05%
38,757 $1.84 Million
Q1 2022

Aug 11, 2022

SELL
$56.23 - $67.41 $28,002 - $33,570
-498 Reduced 1.16%
42,612 $2.42 Million
Q4 2021

Aug 11, 2022

BUY
$55.67 - $65.14 $2.4 Million - $2.81 Million
43,110 New
43,110 $2.53 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 $58.4B
  • 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 Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.