Total shares owned by Plan A Wealth
Historical chart of Plan A Wealth investment in Total
Tip: Access up to 7 years of quarterly data
All positions including Total held by Plan A Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Total by Plan A Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $694k | 12k | 59.69 |
| 2025-06-30 | $663k | 11k | 61.39 |
| 2025-03-31 | $379k | 5.9k | 64.69 |