David Wealth Management LLC TFC Holdings History
Number of Shares
54,270.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
1.74%
Total Estimate Gain
$62,410.50
% of Total Estimate Gain
2.57%
David Wealth Management LLC's Truist Financial Corp Holding Summary
As of 2025-06-30, David Wealth Management LLC held 54,270.00 shares of Truist Financial Corp(TFC), totaling $2.33 Mil. This investment constitutes 1.74% 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 $45.82, David Wealth Management LLC's estimated gain on his TFC holdings is $62,410.50, reflecting a 2.57% gain to date.
David Wealth Management LLC TFC ($45.82) Holding Chart
David Wealth Management LLC TFC ($45.82) 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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