Total Wealth Planning & Management, Inc. JACOBS SOLUTIONS INC Transaction History

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025
Number of Shares
6,683
Previous 5,617 18.98%
Holding current value
$808 Million
Previous $751 Million 7.64%
% of portfolio
0.77%
Previous 0.68%

Shares

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

Apr 24, 2025
BUY
N/A
1,066 Added 18.98%
6,683 $808 Million
Q4 2024

Feb 28, 2025
BUY
N/A
5,617 New
5,617 $751 Million
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