TOTAL WEALTH PLANNING, LLC – Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
4.65M
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-11.28%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +134.22% | 144.19K shares | 2.41M | 251.61K | |
| Q2 2022 | share | Increase | 0.00% | 107.42K shares | 2.23M | 107.42K |