Total shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Total (TTE) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Total
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Quarterly reported holdings in Total by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $208k | 3.4k | 61.40 |
| 2025-03-31 | $219k | 3.4k | 64.70 |
| 2024-09-30 | $236k | 3.6k | 64.62 |
| 2024-06-30 | $250k | 3.8k | 66.68 |
| 2024-03-31 | $256k | 3.7k | 68.83 |
| 2023-12-31 | $297k | 4.4k | 67.38 |
| 2023-09-30 | $293k | 4.5k | 65.76 |
| 2023-06-30 | $260k | 4.5k | 57.64 |
| 2023-03-31 | $266k | 4.5k | 59.05 |
| 2022-12-31 | $295k | 4.7k | 62.08 |
| 2022-09-30 | $223k | 4.8k | 46.52 |
| 2022-06-30 | $254k | 4.8k | 52.66 |
| 2022-03-31 | $241k | 4.8k | 50.58 |
| 2021-12-31 | $239k | 4.8k | 49.40 |
| 2021-09-30 | $250k | 5.2k | 47.99 |
| 2021-06-30 | $244k | 5.4k | 45.17 |
| 2021-03-31 | $278k | 6.0k | 46.54 |
| 2020-12-31 | $292k | 7.0k | 41.89 |
| 2020-09-30 | $287k | 8.4k | 34.26 |
| 2020-06-30 | $349k | 9.1k | 38.47 |
| 2020-03-31 | $351k | 9.4k | 37.28 |
| 2019-03-31 | $372k | 6.7k | 55.74 |
| 2018-12-31 | $788k | 15k | 52.23 |
| 2018-06-30 | $939k | 16k | 60.64 |
| 2018-03-31 | $816k | 13k | 61.37 |
| 2017-09-30 | $253k | 4.7k | 53.53 |
| 2017-06-30 | $223k | 4.5k | 49.87 |
More positions owned by Institute For Wealth Management
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