Total Wealth Planning & Management, Inc.
CIK
0002058383
City
Ponte Vedra Beach
State / Country
FL
Holdings in ITRN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $689,106 | 16,022 | Shares | Sole | 2026-02-11 |
| 2025-06-30 | $1,302,528 | 33,631 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $1,216,096 | 33,631 | Shares | Sole | 2025-04-24 |