Number of Shares
79,474.00
Current Holdings Value*
$3.90 Mil
% of Portfolio
2.08%
Total Estimate Gain
$-425,096.42
% of Total Estimate Gain
-11.15%

Planning Solutions Group LLC's Truist Financial Corp Holding Summary

As of 2019-06-30, Planning Solutions Group LLC held 79,474.00 shares of Truist Financial Corp(TFC), totaling $3.90 Mil. This investment constitutes 2.08% of their stock portfolio, and Planning Solutions Group LLC now holds 0.01% of the outstanding Truist Financial Corp(TFC) stock.

The initial trade took place in 2018Q4. And since then Planning Solutions Group LLC has made 2 purchases of TFC, at an average price of $47.96, for a total of 79,474.00 shares. Based on historical transaction data and TFC's current price of $42.61, Planning Solutions Group LLC's estimated gain on his TFC holdings is $-425,096.42, reflecting a -11.15% gain to date.

Planning Solutions Group LLC TFC ($42.61) Holding Chart

Planning Solutions Group LLC TFC ($42.61) 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 %

Top Ranked Articles

  • 1