Total Wealth Planning & Management, Inc.
Position in PALL — PALL ETF
CIK 2058383
Ponte Vedra Beach, FL
All Filings in PALL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,059 | 12,865 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $432,284 | 3,209 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $467,105 | 3,213 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||