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

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025
Number of Shares
7,137
Previous 6,683 6.79%
Holding current value
$938 Million
Previous $808 Million 16.12%
% of portfolio
0.76%
Previous 0.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
N/A
454 Added 6.79%
7,137 $938 Million
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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