Total Wealth Planning & Management, Inc.
CIK
0002058383
City
Ponte Vedra Beach
State / Country
FL
Holdings in EHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $304,276 | 47,469 | Shares | Sole | 2026-02-11 |
| 2025-06-30 | $287,629 | 43,980 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $263,243 | 39,825 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $85,684 | 12,827 | Shares | Sole | 2025-02-28 |