TOTAL WEALTH PLANNING, LLC – Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
254,000
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-2.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -67.11% | -10.74K shares | -543K | 5.26K | |
| Q2 2022 | share | Increase | 0.00% | 16.00K shares | 797K | 16.00K |