Total Wealth Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024
Number of Shares
9,191
Previous 5,515 66.65%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
N/A
3,676 Added 66.65%
9,191 $0
Q3 2024

Oct 10, 2024
SELL
N/A
-2,361 Reduced 29.98%
5,515 $0
Q2 2024

Aug 02, 2024
BUY
N/A
1,292 Added 19.62%
7,876 $0
Q1 2024

Apr 18, 2024
BUY
N/A
6,584 New
6,584 $0
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