Truist Financial Corp equities shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $694k | 16k | 42.99 |
| 2025-03-31 | $639k | 16k | 41.15 |
| 2024-12-31 | $674k | 16k | 43.38 |
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