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Precedent Wealth Partners’s Truist Financial TFC Stock Holding History

Precedent Wealth Partners’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,914
Closed -$218K – 144
2023
Q4 		$218K Buy
+5,914
New +$218K 0.11% 129