A detailed history of Personal Cfo Solutions, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 7,414 shares of TFC stock, worth $326,141. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,414
Previous 5,869 26.32%
Holding current value
$326,141
Previous $228,000 38.6%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$38.22 - $44.94 $59,049 - $69,432
1,545 Added 26.32%
7,414 $316,000
Q2 2024

Aug 09, 2024

BUY
$35.41 - $40.18 $207,821 - $235,816
5,869 New
5,869 $228,000
Q4 2022

Feb 14, 2023

BUY
$40.42 - $47.26 $210,184 - $245,752
5,200 New
5,200 $223,000

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 $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 Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.