TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,158 Value ($000) $401 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 8,567 Value ($000) $392 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 8,136 Value ($000) $350 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 8,134 Value ($000) $335 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 8,134 Value ($000) $353 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 8,134 Value ($000) $348 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 8,432 Value ($000) $328 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 8,359 Value ($000) $326 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 8,410 Value ($000) $311 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 8,696 Value ($000) $249 Avg Close $27.15 Range $24.64 - $31.30
Q2 2023
Shares 8,780 Value ($000) $266 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 8,249 Value ($000) $281 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 8,273 Value ($000) $356 Avg Close $37.08 Range $33.59 - $40.32
Q3 2022
Shares 8,703 Value ($000) $379 Avg Close $40.21 Range $35.73 - $43.84
Q2 2022
Shares 8,703 Value ($000) $413 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 8,721 Value ($000) $494 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 8,545 Value ($000) $500 Avg Close $49.71 Range $44.68 - $53.01
Q3 2021
Shares 8,563 Value ($000) $502 Avg Close $45.12 Range $41.69 - $49.22
Q2 2021
Shares 8,735 Value ($000) $485 Avg Close $47.05 Range $42.28 - $50.39
Q1 2021
Shares 8,755 Value ($000) $511 Avg Close $43.57 Range $36.95 - $48.87
Q4 2020
Shares 8,866 Value ($000) $425 Avg Close $35.66 Range $29.67 - $38.97
Q3 2020
Shares 8,183 Value ($000) $311 Avg Close $29.38 Range $25.94 - $32.58
Q2 2020
Shares 8,191 Value ($000) $308 Avg Close $27.74 Range $20.18 - $36.06
Q1 2020
Shares 8,340 Value ($000) $257 Avg Close $35.97 Range $18.34 - $42.95
Q4 2019
Shares 8,155 Value ($000) $459 Avg Close $40.89 Range $37.59 - $43.13