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Total shares owned by Planned Solutions

Quarter-by-quarter ownership of Total (TTE) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Total

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All positions including Total held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Total by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $229k 3.5k 64.62
2024-06-30 $217k 3.3k 66.68
2023-12-31 $187k 2.8k 67.38
2020-12-31 $80k 1.9k 42.11
2020-09-30 $55k 1.6k 34.38

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

Top funds holding Total

Fisher Investments
Reed Conner & Birdwell
Morgan Stanley
Wells Fargo & Company
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Franklin Resources
Bank of America Corporation
Royal Bank of Canada
Envestnet Asset Management
Federated Investors
Raymond James & Associates
Natixis Asset Management Advisors
Goldman Sachs Group
Equity Investment Corp Acquisition

View all funds holding Total