Total shares owned by Asset Planning
Historical chart of Asset Planning investment in Total
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Quarterly reported holdings in Total by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 569 | 59.69 |
| 2025-06-30 | $35k | 569 | 61.39 |
| 2025-03-31 | $37k | 569 | 64.69 |
| 2024-12-31 | $31k | 569 | 54.50 |