Total Wealth Planning & Management, Inc.
CIK
0002058383
City
Ponte Vedra Beach
State / Country
FL
Holdings in HIX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $300,659 | 72,274 | Shares | Sole | 2026-02-11 |
| 2025-06-30 | $296,932 | 69,215 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $273,142 | 65,345 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $82,974 | 19,709 | Shares | Sole | 2025-02-28 |