Number of Shares
10,666.00
Current Holdings Value*
$438,910.00
% of Portfolio
0.03%
Total Estimate Gain
$3.08 Mil
% of Total Estimate Gain
37.00%

ROTHSCHILD INVESTMENT LLC's Truist Financial Corp Holding Summary

As of 2025-03-31, ROTHSCHILD INVESTMENT LLC held 10,666.00 shares of Truist Financial Corp(TFC), totaling $438,910.00. This investment constitutes 0.03% of their stock portfolio, and ROTHSCHILD INVESTMENT LLC now holds 0% of the outstanding Truist Financial Corp(TFC) stock.

The initial trade took place in 2023Q4. And since then ROTHSCHILD INVESTMENT LLC has made 2 purchases of TFC, at an average price of $32.53, for a total of 255,985.00 shares. In addition, there have been 3 sales at an average price of $44.51 for 245,319.00 shares. Based on historical transaction data and TFC's current price of $45.77, ROTHSCHILD INVESTMENT LLC's estimated gain on his TFC holdings is $3.08 Mil, reflecting a 37.00% gain to date.

ROTHSCHILD INVESTMENT LLC TFC ($45.77) Holding Chart

ROTHSCHILD INVESTMENT LLC TFC ($45.77) 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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