TWPM
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Total Wealth Planning & Management’s Travelers Companies TRV Stock Holding History

Total Wealth Planning & Management’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$445K Sell
1,663
-109
-6% -$29.2K 0.36% 96
2025
Q1 		$469K Buy
1,772
+36
+2% +$9.52K 0.44% 69
2024
Q4 		$418K Buy
+1,736
New +$418K 0.38% 72