Number of Shares
31,003.00
Current Holdings Value*
$24.17 Mil
% of Portfolio
3.05%
Total Estimate Gain
$832,895.59
% of Total Estimate Gain
3.45%

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 $804.72, Total Wealth Planning, LLC's estimated gain on his LLY holdings is $832,895.59, reflecting a 3.45% gain to date.

Total Wealth Planning, LLC LLY ($804.72) Holding Chart

Total Wealth Planning, LLC LLY ($804.72) 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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