Total shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Total (TTE) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Total
Tip: Access up to 7 years of quarterly data
All positions including Total held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Total by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.1M | 76k | 54.50 |
| 2024-09-30 | $4.7M | 73k | 64.62 |
| 2024-06-30 | $4.9M | 73k | 66.68 |
| 2024-03-31 | $3.4M | 50k | 68.83 |
| 2023-09-30 | $3.7M | 56k | 65.76 |
| 2023-06-30 | $3.2M | 55k | 57.64 |
| 2019-06-30 | $1.7M | 30k | 55.81 |
| 2019-03-31 | $1.6M | 29k | 55.64 |
| 2018-12-31 | $1.4M | 28k | 52.17 |
| 2018-09-30 | $1.6M | 25k | 64.38 |
| 2018-06-30 | $1.4M | 23k | 60.55 |
| 2018-03-31 | $1.2M | 21k | 57.71 |
| 2017-12-31 | $980k | 18k | 55.28 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management