Total Wealth Planning & Management, Inc.
CIK
0002058383
City
Ponte Vedra Beach
State / Country
FL
Holdings in ACP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $316,798 | 58,558 | Shares | Sole | 2026-02-11 |
| 2025-06-30 | $316,995 | 53,728 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $298,988 | 50,762 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $107,191 | 17,955 | Shares | Sole | 2025-02-28 |