Total Wealth Planning & Management, Inc.
CIK
0002058383
City
Ponte Vedra Beach
State / Country
FL
Holdings in JQC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $271,170 | 54,018 | Shares | Sole | 2026-02-11 |
| 2024-12-31 | $87,569 | 15,390 | Shares | Sole | 2025-02-28 |