Number of Shares
15,371.00
Current Holdings Value*
$660,800.00
% of Portfolio
0.41%
Total Estimate Gain
$3,685.64
% of Total Estimate Gain
0.41%

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

As of 2025-06-30, Fee-Only Financial Planning, L.C. held 15,371.00 shares of Truist Financial Corp(TFC), totaling $660,800.00. This investment constitutes 0.41% 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. And since then Fee-Only Financial Planning, L.C. has made 1 purchases of TFC, at an average price of $43.79, for a total of 20,344.00 shares. 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 $44.25, Fee-Only Financial Planning, L.C.'s estimated gain on his TFC holdings is $3,685.64, reflecting a 0.41% gain to date.

Fee-Only Financial Planning, L.C. TFC ($44.25) Holding Chart

Fee-Only Financial Planning, L.C. 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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