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Truist Financial Corp equities shares owned by Avaii Wealth Management

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

Historical chart of Avaii 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 Avaii 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 Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 6.2k 42.77
2024-06-30 $272k 7.0k 38.85
2024-03-31 $265k 6.8k 38.98
2023-12-31 $255k 6.9k 36.92
2023-09-30 $232k 8.1k 28.61

More positions owned by Avaii Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Amazon (AMZN)
Meta Platforms Cl A (META)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Avaii Wealth Management

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Northern Trust
Federated Investors

View all funds holding Truist Financial Corp equities