TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 9,867 Value ($000) $494 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 9,956 Value ($000) $451 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 8,161 Value ($000) $371 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 6,231 Value ($000) $221 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 6,305 Value ($000) $270 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 6,343 Value ($000) $282 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 6,379 Value ($000) $250 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 6,301 Value ($000) $225 Avg Close $33.38 Range $31.43 - $36.08
Q3 2023
Shares 7,791 Value ($000) $219 Avg Close $27.15 Range $24.64 - $31.30
Q2 2023
Shares 12,249 Value ($000) $372 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 12,307 Value ($000) $388 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 20,752 Value ($000) $1,019 Avg Close $37.08 Range $33.59 - $40.32