Total Wealth Planning & Management, Inc. GSK PLC Transaction History

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025
Number of Shares
16,881
Previous 11,525 46.47%
Holding current value
$654 Million
Previous $390 Million 67.78%
% of portfolio
0.62%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
N/A
5,356 Added 46.47%
16,881 $654 Million
Q4 2024

Feb 28, 2025
BUY
N/A
11,525 New
11,525 $390 Million
Track This Portfolio

Track Total Wealth Planning & Management, Inc. Portfolio

Follow Total Wealth Planning & Management, Inc. 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 & Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning & Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email