Total Wealth Planning & Management, Inc.
CIK
0002058383
City
Ponte Vedra Beach
State / Country
FL
Holdings in NHS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $337,188 | 45,321 | Shares | Sole | 2026-02-11 |
| 2025-06-30 | $316,844 | 41,800 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $313,056 | 40,976 | Shares | Sole | 2025-04-24 |