Number of Shares
14,597.00
Current Holdings Value*
$3.06 Mil
% of Portfolio
2.9%
Total Estimate Gain
$90,645.14
% of Total Estimate Gain
3.35%

Total Wealth Planning & Management, Inc.'s AbbVie Inc Holding Summary

As of 2025-03-31, Total Wealth Planning & Management, Inc. held 14,597.00 shares of AbbVie Inc(ABBV), totaling $3.06 Mil. This investment constitutes 2.9% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding AbbVie Inc(ABBV) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $194.40 for 122.00 shares. Based on historical transaction data and ABBV's current price of $189.77, Total Wealth Planning & Management, Inc.'s estimated gain on his ABBV holdings is $90,645.14, reflecting a 3.35% gain to date.

Total Wealth Planning & Management, Inc. ABBV ($189.77) Holding Chart

Total Wealth Planning & Management, Inc. ABBV ($189.77) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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