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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
2024-03-31 $844k 22k 38.98
2023-12-31 $638k 17k 36.92

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Ishares Tr Mbs Etf (MBB)
Broadcom (AVGO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for LVW Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Dodge & Cox
Bank of America Corporation
Jpmorgan Chase & Co
Geode Capital Management
Amundi
Morgan Stanley
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Northern Trust
American Century Companies
Harris Associates L.P
Legal & General Group

View all funds holding Truist Financial Corp equities