Total Wealth Planning, LLC Purchases and Sells in Q4 2024

Total Wealth Planning, LLC

$604 Million
Q4 2024

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHZ	1.9M + 113.85%	$22.63 - $47.53 $43M - $90.3M	3.57M $81M
BNDX	33.7K + 10.0%	$48.91 - $50.61 $1.65M - $1.7M	370K $18.2M
VBK	419 + 0.66%	$264.18 - $304.19 $111K - $127K	63.8K $17.9M
DFIV	77.6K + 10.67%	$34.86 - $37.97 $2.71M - $2.95M	805K $28.5M
VOT	621 + 0.98%	$241.48 - $274.89 $150K - $171K	64K $16.2M
DFSV	26.4K + 7.43%	$30.18 - $33.87 $796K - $893K	381K $11.7M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMEE	336K New	$60.1 - $66.4 $20.2M - $22.3M	336K $20.3M
DFAS	13K New	$63.58 - $71.15 $828K - $927K	13K $847K
REET	22.4K New	$23.43 - $26.54 $525K - $595K	22.4K $537K
MSFT	1.16K New	$406.35 - $454.46 $469K - $525K	1.16K $486K
UEC	10K New	$6.55 - $8.6 $65.5K - $86K	10K $66K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICLN	-1.49M - 98.73%	$11.35 - $14.51 $16.9M - $21.6M	19.1K $217K
VTV	-731 - 0.24%	$168.32 - $181.87 $123K - $133K	299K $50.6M
AVEM	-3.64K - 2.97%	$58.59 - $66.14 $213K - $240K	119K $6.99M
VNQ	-1.43K - 2.02%	$87.85 - $98.6 $125K - $141K	69.1K $6.15M
IGSB	-7.28K - 4.83%	$51.54 - $52.55 $375K - $382K	143K $7.41M
VBR	-1.3K - 1.32%	$197.36 - $217.3 $256K - $281K	97K $19.2M

Activity Summary All Purchases 40 New Holdings 5 Increased Positions 35 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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