Back to STT-PG
Total Wealth Planning & Management, Inc. → STT-PG
Total Wealth Planning & Management, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
30
Latest value
$413K
Q3 2026
Peak value
$1.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $423K |
| Q4 2025 | $426K |
| Q4 2025 | $609K |
| Q4 2025 | $442K |
| Q4 2025 | $626K |
| Q4 2025 | $1.1M |
| Q4 2025 | $415K |
| Q1 2026 | $378K |
| Q1 2026 | $201K |
| Q1 2026 | $386K |
| Q1 2026 | $365K |
| Q1 2026 | $350K |
| Q1 2026 | $691K |
| Q1 2026 | $235K |
| Q2 2026 | $208K |
| Q2 2026 | $437K |
| Q2 2026 | $410K |
| Q2 2026 | $410K |
| Q2 2026 | $404K |
| Q2 2026 | $312K |
| Q2 2026 | $633K |
| Q2 2026 | $239K |
| Q2 2026 | $1.7M |
| Q3 2026 | $405K |
| Q3 2026 | $348K |
| Q3 2026 | $322K |
| Q3 2026 | $312K |
| Q3 2026 | $340K |
| Q3 2026 | $1.7M |
| Q3 2026 | $413K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $413K | 3.7K | — | — |
| Q3 2026 | $1.7M | 8.8K | — | — |
| Q3 2026 | $340K | 6.4K | — | — |
| Q3 2026 | $312K | 1.9K | — | — |
| Q3 2026 | $322K | 3.4K | — | — |
| Q3 2026 | $348K | 658 | — | — |
| Q3 2026 | $405K | 6.4K | — | — |
| Q2 2026 | $1.7M | 9.1K | — | — |
| Q2 2026 | $239K | 1.3K | — | — |
| Q2 2026 | $633K | 11.8K | — | — |
| Q2 2026 | $312K | 2.7K | — | — |
| Q2 2026 | $404K | 2.5K | — | — |
| Q2 2026 | $410K | 3.5K | — | — |
| Q2 2026 | $410K | 658 | — | — |
| Q2 2026 | $437K | 6.4K | — | — |
| Q2 2026 | $208K | 1.4K | — | — |
| Q1 2026 | $235K | 2.1K | — | — |
| Q1 2026 | $691K | 5.2K | — | — |
| Q1 2026 | $350K | 7.1K | — | — |
| Q1 2026 | $365K | 2.5K | — | — |
| Q1 2026 | $386K | 3.9K | — | — |
| Q1 2026 | $201K | 616 | — | — |
| Q1 2026 | $378K | 6.3K | — | — |
| Q4 2025 | $415K | 3.5K | — | — |
| Q4 2025 | $1.1M | 8.0K | — | — |
| Q4 2025 | $626K | 11.4K | — | — |
| Q4 2025 | $442K | 3.7K | — | — |
| Q4 2025 | $609K | 3.9K | — | — |
| Q4 2025 | $426K | 4.1K | — | — |
| Q4 2025 | $423K | 7.0K | — | — |