Number of Shares
15,041.00
Current Holdings Value*
$618,940.00
% of Portfolio
0.42%
Total Estimate Gain
$23,364.16
% of Total Estimate Gain
2.66%

Fee-Only Financial Planning, L.C.'s Truist Financial Corp Holding Summary

As of 2025-03-31, Fee-Only Financial Planning, L.C. held 15,041.00 shares of Truist Financial Corp(TFC), totaling $618,940.00. This investment constitutes 0.42% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0% of the outstanding Truist Financial Corp(TFC) stock.

The initial trade took place in 2022Q4. In addition, there have been 4 sales at an average price of $43.12 for 4,973.00 shares. Based on historical transaction data and TFC's current price of $45.67, Fee-Only Financial Planning, L.C.'s estimated gain on his TFC holdings is $23,364.16, reflecting a 2.66% gain to date.

Fee-Only Financial Planning, L.C. TFC ($45.67) Holding Chart

Fee-Only Financial Planning, L.C. TFC ($45.67) 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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