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Truist Financial Corp equities shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern 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 Lantern 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 Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $237k 5.5k 43.38
2024-09-30 $217k 5.1k 42.77
2024-06-30 $226k 5.8k 38.85

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View all positions for Lantern Wealth Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Amundi
Royal Bank of Canada
Morgan Stanley
Charles Schwab Investment Management
Northern Trust
Ubs Global Asset Management Americas
FMR
Invesco

View all funds holding Truist Financial Corp equities