TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

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

Q4 2025
Shares 48,024 Value ($000) $2,363 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 49,668 Value ($000) $2,271 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 49,594 Value ($000) $2,132 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 51,098 Value ($000) $2,103 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 51,273 Value ($000) $2,224 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 51,839 Value ($000) $2,217 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 52,149 Value ($000) $2,026 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 50,461 Value ($000) $1,967 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 52,054 Value ($000) $1,922 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 51,076 Value ($000) $1,461 Avg Close $27.15 Range $24.64 - $31.30
Q2 2023
Shares 49,416 Value ($000) $1,500 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 48,692 Value ($000) $1,660 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 48,211 Value ($000) $2,075 Avg Close $37.08 Range $33.59 - $40.32
Q3 2022
Shares 48,538 Value ($000) $2,113 Avg Close $40.21 Range $35.73 - $43.84
Q2 2022
Shares 46,029 Value ($000) $2,183 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 46,304 Value ($000) $2,625 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 48,511 Value ($000) $2,840 Avg Close $49.71 Range $44.68 - $53.01
Q3 2021
Shares 49,761 Value ($000) $2,918 Avg Close $45.12 Range $41.69 - $49.22
Q2 2021
Shares 49,761 Value ($000) $2,762 Avg Close $47.05 Range $42.28 - $50.39
Q1 2021
Shares 49,880 Value ($000) $2,909 Avg Close $43.57 Range $36.95 - $48.87
Q4 2020
Shares 50,320 Value ($000) $2,412 Avg Close $35.66 Range $29.67 - $38.97