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EARNED WEALTH ADVISORS, LLC

Position in TFC — Truist Financial Corp

CIK 1905663 WALNUT CREEK, CA

Position in TFC

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$209,623
+$151,157 QoQ
Shares Held
4,560
+233.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

EARNED WEALTH ADVISORS, LLC holds $1,343,132 across 4 Banks - Regional names.

# Ticker Company Shares Value (USD) Open

All Filings in TFC

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $209,623 4,560
2024-09-30 $58,466 1,367