Total Wealth Planning, LLC Flexshares Tr Morningstar Glob Transaction History

Total Wealth Planning, LLC

  • $605 Million
  • Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in Flexshares Tr Morningstar Glob stock. As of the latest transaction made, Total Wealth Planning, LLC holds 6,224 shares of GUNR stock, worth $228,980. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,224
Previous 6,590 5.55%
Holding current value
$228,980
Previous $264,000 3.03%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$38.51 - $41.48 $14,094 - $15,181
-366 Reduced 5.55%
6,224 $256,000
Q2 2024

Aug 02, 2024
SELL
$39.9 - $43.46 $1,516 - $1,651
-38 Reduced 0.57%
6,590 $264,000
Q1 2024

Apr 18, 2024
BUY
$37.61 - $41.07 $376 - $410
10 Added 0.15%
6,628 $272,000
Q4 2023

Feb 05, 2024
SELL
$38.4 - $41.35 $6,297 - $6,781
-164 Reduced 2.42%
6,618 $271,000
Q3 2023

Nov 08, 2023
BUY
$39.27 - $42.69 $4,162 - $4,525
106 Added 1.59%
6,782 $274,000
Q2 2023

Jul 31, 2023
SELL
$38.53 - $44.08 $22,385 - $25,610
-581 Reduced 8.01%
6,676 $267,000
Q1 2023

Apr 14, 2023
SELL
$39.93 - $46.61 $51,389 - $59,987
-1,287 Reduced 15.06%
7,257 $306,000
Q4 2022

Feb 02, 2023
SELL
$38.4 - $45.28 $89,395 - $105,411
-2,328 Reduced 21.41%
8,544 $371,000
Q3 2022

Nov 14, 2022
SELL
$36.44 - $43.83 $1.06 Million - $1.28 Million
-29,158 Reduced 72.84%
10,872 $409,000
Q2 2022

Aug 01, 2022
SELL
$38.82 - $48.93 $477,757 - $602,181
-12,307 Reduced 23.51%
40,030 $1.59 Million
Q1 2022

May 13, 2022
BUY
$39.73 - $47.76 $2.08 Million - $2.5 Million
52,337 New
52,337 $2.45 Million

Others Institutions Holding GUNR

# of Institutions
282
Shares Held
122M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES TR MORNINGSTAR GLOB

GUNR Quotes by TradingView
  • Ticker GUNR
  • Sector ETFs
  • Industry ETFs
More about GUNR
Track This Portfolio

Track Total Wealth Planning, LLC Portfolio

Follow Total Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email