TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q3 2025
Shares 3,222 Value ($000) $147 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 5,612 Value ($000) $241 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 6,698 Value ($000) $276 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 6,698 Value ($000) $291 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 6,698 Value ($000) $286 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 9,531 Value ($000) $370 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 6,784 Value ($000) $264 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 6,784 Value ($000) $250 Avg Close $28.22 Range $23.63 - $34.24
Q2 2023
Shares 6,773 Value ($000) $206 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 6,776 Value ($000) $231 Avg Close $37.29 Range $24.64 - $43.54
Q1 2022
Shares 5,662 Value ($000) $321 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 4,838 Value ($000) $283 Avg Close $49.71 Range $44.68 - $53.01