Truist Financial Corp equities shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co 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 Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Truist Financial Corp equities by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $579k | 14k | 42.77 |
| 2024-06-30 | $424k | 11k | 38.85 |
| 2024-03-31 | $427k | 11k | 38.98 |
| 2023-12-31 | $401k | 11k | 36.92 |
| 2023-09-30 | $319k | 11k | 28.61 |
| 2023-06-30 | $320k | 11k | 30.35 |
| 2023-03-31 | $360k | 11k | 34.10 |
| 2022-12-31 | $254k | 5.9k | 43.03 |
More positions owned by Cassaday & Co Wealth Management
View all positions for Cassaday & Co Wealth Management
Top funds holding Truist Financial Corp equities
View all funds holding Truist Financial Corp equities