WAG
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Wiser Advisor Group’s Truist Financial TFC Stock Holding History

Wiser Advisor Group’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-691
Closed -$26.8K – 291
2024
Q2 		$26.8K Sell
691
-140
-17% -$5.44K 0.04% 127
2024
Q1 		$32.4K Buy
831
+12
+1% +$468 0.05% 119
2023
Q4 		$30.3K Buy
+819
New +$30.3K 0.05% 123