TOTAL WEALTH PLANNING, LLC – Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
2.42M
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-3.41%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +127.39% | 62.26K shares | 1.31M | 111.13K | |
| Q2 2022 | share | Increase | 0.00% | 48.87K shares | 1.10M | 48.87K |