Compass Ion Advisors, LLC Truist Financial Corp Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
A detailed history of Compass Ion Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 20,940 shares of TFC stock, worth $760,959. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,940
Previous 21,008
0.32%
Holding current value
$760,959
Previous $911,000
5.49%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding TFC
# of Institutions
1,760Shares Held
958MCall Options Held
8.25MPut Options Held
6.8M-
Vanguard Group Inc Valley Forge, PA119MShares$4.33 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY99MShares$3.6 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA90.6MShares$3.29 Billion0.77% of portfolio
-
State Street Corp Boston, MA63.7MShares$2.31 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY48.3MShares$1.76 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 $48.2B
- 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...