Number of Shares
10,955.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
0.83%
Total Estimate Gain
$246,684.78
% of Total Estimate Gain
23.73%

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

As of 2025-06-30, Total Wealth Planning & Management, Inc. held 10,955.00 shares of Uber Technologies Inc(UBER), totaling $1.02 Mil. This investment constitutes 0.83% 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. In addition, there have been 1 sales at an average price of $82.17 for 3,537.00 shares. Based on historical transaction data and UBER's current price of $90.87, Total Wealth Planning & Management, Inc.'s estimated gain on his UBER holdings is $246,684.78, reflecting a 23.73% gain to date.

Total Wealth Planning & Management, Inc. UBER ($90.87) Holding Chart

Total Wealth Planning & Management, Inc. UBER ($90.87) 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 %

Top Ranked Articles

  • 1