Total Wealth Planning & Management, Inc.

Q4 2024 13F Holdings

Location
Ponte Vedra Beach, FL
Holdings as of
12/31/2024
Value
$110M
Value excl. options
$102M
Num holdings
201
Date filed
2/28/2025
Form type
13F-HR
Prev filing
Next filing
4/24/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type