Total Wealth Planning & Management, Inc.
Holdings in PLG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $151,228 | 64,080 | Shares | Sole | 2026-02-11 |
| 2025-06-30 | $123,930 | 81,000 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $98,456 | 79,400 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $102,656 | 80,200 | Shares | Sole | 2025-02-28 |