Number of Shares
14,492.00
Current Holdings Value*
$1.06 Mil
% of Portfolio
1%
Total Estimate Gain
$290,789.32
% of Total Estimate Gain
27.98%

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

As of 2025-03-31, Total Wealth Planning & Management, Inc. held 14,492.00 shares of Uber Technologies Inc(UBER), totaling $1.06 Mil. This investment constitutes 1% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding Uber Technologies Inc(UBER) stock.

The initial trade took place in 2024Q4. And since then Total Wealth Planning & Management, Inc. has made 1 purchases of UBER, at an average price of $71.72, for a total of 14,492.00 shares. Based on historical transaction data and UBER's current price of $91.79, Total Wealth Planning & Management, Inc.'s estimated gain on his UBER holdings is $290,789.32, reflecting a 27.98% gain to date.

Total Wealth Planning & Management, Inc. UBER ($91.79) Holding Chart

Total Wealth Planning & Management, Inc. UBER ($91.79) 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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