Total Wealth Planning, LLC LLY Holdings History
Total Wealth Planning, LLC's Eli Lilly and Co Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 31,003.00 shares of Eli Lilly and Co(LLY), totaling $24.17 Mil. This investment constitutes 3.05% of their stock portfolio, and Total Wealth Planning, LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.
The initial trade took place in 2025Q2. And since then Total Wealth Planning, LLC has made 1 purchases of LLY, at an average price of $777.85, for a total of 31,003.00 shares. Based on historical transaction data and LLY's current price of $805.43, Total Wealth Planning, LLC's estimated gain on his LLY holdings is $855,062.74, reflecting a 3.55% gain to date.
Total Wealth Planning, LLC LLY ($805.43) Holding Chart
Total Wealth Planning, LLC LLY ($805.43) 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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