David Wealth Management LLC TFC Holdings History
Number of Shares
54,270.00
Current Holdings Value*
$2.23 Mil
% of Portfolio
1.87%
Total Estimate Gain
$-22,793.40
% of Total Estimate Gain
-0.94%
David Wealth Management LLC's Truist Financial Corp Holding Summary
As of 2025-03-31, David Wealth Management LLC held 54,270.00 shares of Truist Financial Corp(TFC), totaling $2.23 Mil. This investment constitutes 1.87% of their stock portfolio, and David Wealth Management LLC now holds 0% of the outstanding Truist Financial Corp(TFC) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and TFC's current price of $44.25, David Wealth Management LLC's estimated gain on his TFC holdings is $-22,793.40, reflecting a -0.94% gain to date.
David Wealth Management LLC TFC ($44.25) Holding Chart
David Wealth Management LLC TFC ($44.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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