WealthPlan Investment Management »

Total shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Total (TTE) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Total

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All positions including Total held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Total by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $18k 308 57.64

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Total

Fisher Investments
Reed Conner & Birdwell
FMR
Franklin Resources
Wells Fargo & Company
Wellington Management Company
Federated Investors
Capital Research and Management Company - Division 3
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Goldman Sachs Group
Jpmorgan Chase & Co
Natixis Asset Management Advisors
Equity Investment Corp Acquisition

View all funds holding Total