Wealth Group, Ltd. TFC Holdings History

Number of Shares
91,613.00
Current Holdings Value*
$3.77 Mil
% of Portfolio
2.44%
Total Estimate Gain
$680,813.23
% of Total Estimate Gain
20.03%

Wealth Group, Ltd.'s Truist Financial Corp Holding Summary

As of 2025-03-31, Wealth Group, Ltd. held 91,613.00 shares of Truist Financial Corp(TFC), totaling $3.77 Mil. This investment constitutes 2.44% of their stock portfolio, and Wealth Group, Ltd. now holds 0.01% of the outstanding Truist Financial Corp(TFC) stock.

The initial trade took place in 2024Q1. And since then Wealth Group, Ltd. has made 2 purchases of TFC, at an average price of $36.86, for a total of 92,212.00 shares. In addition, there have been 2 sales at an average price of $42.55 for 599.00 shares. Based on historical transaction data and TFC's current price of $44.25, Wealth Group, Ltd.'s estimated gain on his TFC holdings is $680,813.23, reflecting a 20.03% gain to date.

Wealth Group, Ltd. TFC ($44.25) Holding Chart

Wealth Group, Ltd. 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 %

Top Ranked Articles

  • 1