Total Wealth Planning & Management, Inc. Purchases and Sells in Q4 2024

Total Wealth Planning & Management, Inc.

175 operations

Stock	Shares change	Price Range	Shares Held
SPY	12.2K New	$567.81 - $607.81 $6.91M - $7.4M	12.2K $7.13B
AAPL	14.1K New	$221.69 - $259.02 $3.13M - $3.66M	14.1K $3.54B
MSFT	6.64K New	$406.35 - $454.46 $2.7M - $3.02M	6.64K $2.8B
ABBV	14.7K New	$164.99 - $203.87 $2.43M - $3M	14.7K $2.62B
AMZN	10.4K New	$180.88 - $232.93 $1.88M - $2.42M	10.4K $2.28B
UNM	30K New	$58.88 - $77.07 $1.76M - $2.31M	30K $2.19B

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UEC	3.5K New	$6.55 - $8.6 $22.9K - $30.1K	3.5K $23.4M
AG	300 New	$5.39 - $7.94 $1.62K - $2.38K	300 $2.37M

24 operations

Stock	Shares change	Price Range	Shares Held
MSFT	1.8K New	$406.35 - $454.46 $731K - $818K	1.8K $759M
PRU	4.6K New	$114.59 - $129.52 $527K - $596K	4.6K $545M
CSCO	6.8K New	$52.45 - $60.02 $357K - $408K	6.8K $403M
BMY	6.7K New	$51.92 - $59.94 $348K - $402K	6.7K $379M
KO	5.9K New	$61.74 - $71.71 $364K - $423K	5.9K $367M
D	6.7K New	$52.63 - $60.92 $353K - $408K	6.7K $361M

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