Total Wealth Planning & Management, Inc. Purchases and Sells in Q2 2025

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025

Top Buys

Incresed Positions

72 operations
Stock Shares change Price Range Shares Held Trade History
2.82K
+ 107.57%
$179.73 - $253.23 $506K - $713K
5.43K $1.38B
84
+ 1.13%
$146.29 - $275.65 $12.3K - $23.2K
7.49K $2.06B
3.33K
+ 152.06%
$220.99 - $268.54 $735K - $893K
5.52K $1.31B
1.17K
+ 9.47%
$167.32 - $223.3 $195K - $261K
13.5K $2.96B
1.31K
+ 13.23%
$64.72 - $127.91 $85K - $168K
11.2K $1.39B
155
+ 2.22%
$210.28 - $289.91 $32.6K - $44.9K
7.13K $2.07B
View all

New Holdings

37 operations
Stock Shares change Price Range Shares Held Trade History
14K
New
$73.47 - $87.12 $1.03M - $1.22M
14K $1.11B
2.2K
New
$16.43 - $28.12 $36.1K - $61.9K
2.2K $897M
24.8K
New
$27.2 - $33.82 $674K - $838K
24.8K $822M
18.4K
New
$30.03 - $45.23 $552K - $832K
18.4K $814M
17.7K
New
$36.17 - $43.43 $642K - $771K
17.7K $762M
COREWEAVE INC
4.54K
New
N/A
4.54K $740M
View all

Top Sells

Reduced Positions

57 operations
Stock Shares change Price Range Shares Held Trade History
TXO PARTNERS LP
-14.1K
- 15.06%
N/A
79.3K $1.19B
-59
- 0.4%
$170.16 - $206.27 $10K - $12.2K
14.5K $2.7B
-1.56K
- 35.96%
$128.77 - $144.3 $201K - $225K
2.77K $374M
-1.62K
- 20.39%
$91.92 - $110.2 $149K - $178K
6.31K $637M
-5.69K
- 56.61%
$35.34 - $71.6 $201K - $408K
4.36K $307M
-2.15K
- 56.98%
$74.01 - $144.25 $159K - $310K
1.62K $221M
View all

Options

Calls

3 operations
Stock Shares change Price Range Shares Held Trade History
9.9K
+ 9900.0%
$5.24 - $8.55 $51.9K - $84.6K
10K $113M
5K
+ 58.82%
$4.0 - $7.05 $20K - $35.3K
13.5K $91.8M
URANIUM RTY CORP
5K
New
N/A
5K $17.1M

Puts

18 operations
Stock Shares change Price Range Shares Held Trade History
8.1K
New
$30.45 - $51.79 $247K - $419K
8.1K $396M
19.3K
New
$12.51 - $20.45 $241K - $395K
19.3K $395M
4.9K
New
$73.47 - $87.12 $360K - $427K
4.9K $388M
6.7K
New
$45.73 - $57.88 $306K - $388K
6.7K $354M
4.2K
New
$72.7 - $88.29 $305K - $371K
4.2K $314M
4.6K
New
$55.86 - $76.98 $257K - $354K
4.6K $312M
View all
Activity Summary
Buys All Purchases 109 New Holdings 37 Increased Positions 72 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 3 Puts 18
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