Truist Financial Corp equities shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Truist Financial Corp equities
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All positions including Truist Financial Corp equities held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Truist Financial Corp equities by Whalen Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $247k | 6.3k | 38.98 |
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