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Anchor Pointe Wealth Management, LLC

SEC CIK
0002033218
Latest filing
Mar 11, 2025

TFC holding history

Truist Financial Corp in every 13F filed by Anchor Pointe Wealth Management, 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 Q4 2024 holdings

Shares (Q4 2024)
4,960
Value
$215.1K
% of portfolio
0.3%
Quarters held
1
Since Q4 2024
Holdings of TFC by Anchor Pointe Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20244,960$215.1K0.3%–No prior filingHolders