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Truist Financial Corp equities shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood 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 Heartwood 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $251k 6.8k 36.92
2023-06-30 $206k 6.8k 30.35
2023-03-31 $231k 6.8k 34.10
2022-03-31 $321k 5.7k 56.69
2021-12-31 $283k 4.8k 58.50

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Bank of New York Mellon
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