TOTAL WEALTH PLANNING, LLC – Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
599,000
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-7.58%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +39.96% | 4.20K shares | 136K | 14.73K | |
| Q2 2022 | share | Increase | 0.00% | 10.52K shares | 463K | 10.52K |