Total Wealth Planning & Management, Inc.
CIK
0002058383
City
Ponte Vedra Beach
State / Country
FL
Holdings in CHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $748,649 | 71,436 | Shares | Sole | 2026-02-11 |
| 2025-06-30 | $796,195 | 75,684 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $725,809 | 75,684 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $903,249 | 75,649 | Shares | Sole | 2025-02-28 |