Cassady Schiller Wealth Management, LLC Truist Financial Corp Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 6,222 shares of TFC stock, worth $291,251. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,222
Previous 6,172
0.81%
Holding current value
$291,251
Previous $263,000
2.28%
% of portfolio
0.1%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding TFC
# of Institutions
1,737Shares Held
953MCall Options Held
8.89MPut Options Held
7.15M-
Vanguard Group Inc Valley Forge, PA119MShares$5.58 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.63 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA90.6MShares$4.24 Billion0.77% of portfolio
-
State Street Corp Boston, MA63.7MShares$2.98 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY48.3MShares$2.26 Billion0.17% of portfolio
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...