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 $279,118. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,222
Previous 6,172
0.81%
Holding current value
$279,118
Previous $263,000
2.28%
% of portfolio
0.1%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding TFC
# of Institutions
1,818Shares Held
944MCall Options Held
10MPut Options Held
7.38M-
Vanguard Group Inc Valley Forge, PA119MShares$5.34 Billion0.08% of portfolio
-
Capital International Investors Los Angeles, CA108MShares$4.83 Billion0.83% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.44 Billion0.09% of portfolio
-
State Street Corp Boston, MA59.6MShares$2.67 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC37.9MShares$1.7 Billion0.12% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $59.5B
- 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...