Total Wealth Planning & Management, Inc.
Holdings in FOR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $551,662 | 22,398 | Shares | Sole | 2026-02-11 |
| 2025-06-30 | $445,140 | 22,257 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $404,006 | 19,111 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $297,069 | 11,461 | Shares | Sole | 2025-02-28 |