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Truist Financial Corp equities shares owned by Blake Schutter Theil Wealth Advisors

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Blake Schutter Theil Wealth Advisors from 13F filings

Historical chart of Blake Schutter Theil Wealth Advisors investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Blake Schutter Theil Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Blake Schutter Theil Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $300k 7.0k 42.77

More positions owned by Blake Schutter Theil Wealth Advisors

Schwab Strategic Tr 1000 Index Etf (SCHK)
Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Oracle Corporation (ORCL)

View all positions for Blake Schutter Theil Wealth Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
State Street Corporation
Dodge & Cox
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
American Century Companies
Federated Investors
Invesco

View all funds holding Truist Financial Corp equities