Total Wealth Planning & Management, Inc. UNM Holdings History
Total Wealth Planning & Management, Inc.'s Unum Group Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held 29,064.00 shares of Unum Group(UNM), totaling $2.37 Mil. This investment constitutes 2.25% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0.02% of the outstanding Unum Group(UNM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $77.09 for 911.00 shares. Based on historical transaction data and UNM's current price of $81.12, Total Wealth Planning & Management, Inc.'s estimated gain on his UNM holdings is $356,628.17, reflecting a 17.22% gain to date.
Total Wealth Planning & Management, Inc. UNM ($81.12) Holding Chart
Total Wealth Planning & Management, Inc. UNM ($81.12) 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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