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Blake Schutter Theil Wealth Advisors’s Truist Financial TFC Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$303K Buy
7,045
+3
+0% +$129 0.34% 83
2025
Q1 		$290K Hold
7,042
– – 0.33% 89
2024
Q4 		$305K Buy
7,042
+25
+0.4% +$1.09K 0.32% 88
2024
Q3 		$300K Buy
+7,017
New +$300K 0.22% 116