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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

TFC holding history

Truist Financial Corp in every 13F filed by CIC Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overviewAll 13F holders of TFCFull Q3 2024 holdings

Shares (Q3 2024)
5,670
Value
$242.5K
% of portfolio
0.1%
Quarters held
3
Since Q1 2024
Holdings of TFC by CIC Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20245,670$242.5K0.1%00.0%UnchangedHolders
Q2 20245,670$220.3K0.1%−455−7.4%ReducedHolders
Q1 20246,125$238.8K0.1%+6,125NewHolders