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Truist Financial Corp equities shares owned by Prosperity Wealth Management

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Prosperity Wealth Management from 13F filings

Historical chart of Prosperity Wealth Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Prosperity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $518k 14k 36.92
2023-09-30 $401k 14k 28.61
2023-06-30 $426k 14k 30.35
2023-03-31 $478k 14k 34.10
2022-12-31 $604k 14k 43.03

More positions owned by Prosperity Wealth Management

Proshares Tr Ultrapro Qqq (TQQQ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Proshares Tr Ultrpro S&p500 (UPRO)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Strategy Day Hagan Ned (SSUS)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Procter & Gamble Company (PG)
Wynn Resorts (WYNN)
Select Sector Spdr Tr Technology (XLK)

View all positions for Prosperity Wealth Management

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Dodge & Cox
Jpmorgan Chase & Co
Bank of America Corporation
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management

View all funds holding Truist Financial Corp equities