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Truist Financial Corp equities shares owned by LVW Advisors

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

Historical chart of LVW 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 LVW 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $903k 21k 42.77
2024-06-30 $784k 20k 38.85
2024-03-31 $844k 22k 38.98
2023-12-31 $638k 17k 36.92

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Microsoft Corporation (MSFT)
Capital Group International SHS (CGIE)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Total Usd (IUSB)

View all positions for LVW Advisors

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