Total Wealth Planning & Management, Inc. Purchases and Sells in Q1 2025

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025

Top Buys

Incresed Positions

74 operations
Stock Shares change Price Range Shares Held Trade History
3.69K
+ 102.39%
$146.71 - $167.97 $541K - $619K
7.29K $1.22B
18.3K
+ 85.64%
$33.19 - $38.23 $608K - $700K
39.7K $1.47B
7.77K
+ 115.53%
$63.17 - $81.49 $491K - $633K
14.5K $1.06B
3.4K
+ 44.85%
$79.66 - $108.41 $271K - $369K
11K $1.19B
13.6K
+ 59.48%
$21.56 - $28.28 $293K - $384K
36.4K $1.03B
2.33K
+ 19.57%
$105.44 - $118.93 $246K - $277K
14.2K $1.69B
View all

New Holdings

25 operations
Stock Shares change Price Range Shares Held Trade History
33.6K
New
$31.47 - $43.91 $1.06M - $1.48M
33.6K $1.22B
10.1K
New
$48.41 - $64.3 $487K - $647K
10.1K $487M
11.4K
New
$35.13 - $42.02 $399K - $477K
11.4K $465M
1.68K
New
$241.94 - $272.58 $407K - $459K
1.68K $459M
GE HEALTHCARE TECHNOLOGIES I
5.3K
New
N/A
5.3K $427M
15.7K
New
$24.04 - $31.45 $377K - $493K
15.7K $413M
View all

Top Sells

Reduced Positions

57 operations
Stock Shares change Price Range Shares Held Trade History
-11.8K
- 96.61%
$551.42 - $612.93 $6.48M - $7.21M
413 $231M
-2.9K
- 52.56%
$206.38 - $242.18 $598K - $702K
2.62K $540M
-12.2K
- 71.65%
$62.41 - $73.34 $763K - $897K
4.84K $350M
-849
- 10.29%
$167.43 - $244.7 $142K - $208K
7.4K $1.24B
-1.94K
- 12.52%
$106.98 - $149.43 $207K - $289K
13.5K $1.47B
-428
- 3.03%
$209.68 - $247.1 $89.7K - $106K
13.7K $3.04B
View all

Options

Calls

3 operations
Stock Shares change Price Range Shares Held Trade History
5K
+ 142.86%
$4.77 - $8.2 $23.8K - $41K
8.5K $40.6M
5K
New
$1.3 - $2.1 $6.5K - $10.5K
5K $9.4M
-200
- 66.67%
$5.28 - $7.25 $1.06K - $1.45K
100 $962K

Puts

6 operations
Stock Shares change Price Range Shares Held Trade History
15.4K
New
$21.56 - $28.28 $332K - $436K
15.4K $436M
8.5K
New
$37.95 - $43.5 $323K - $370K
8.5K $344M
10.8K
New
$28.51 - $32.22 $308K - $348K
10.8K $329M
5.8K
New
$48.41 - $64.3 $281K - $373K
5.8K $281M
3.1K
New
$88.58 - $133.14 $275K - $413K
3.1K $279M
100
+ 5.56%
$375.39 - $447.2 $37.5K - $44.7K
1.9K $713M
View all
Activity Summary
Buys All Purchases 99 New Holdings 25 Increased Positions 74 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 3 Puts 6
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