Asset Planning,Inc
Position in TOT — LionShares U.S. Equity Total Return ETF
CIK 2048547
LOS ALAMITOS, CA
All Filings in TOT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TOT | $11,625 | 569 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 TOT | $12,144 | 569 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 TOT | $11,865 | 569 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 TOT | — | 569 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 TOT | — | 569 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 TOT | — | 569 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||