Total Wealth Planning, LLC
Q3 2024 vs. Q1 2025 13F Holdings
Period
Q3 2024
Q1 2025
Holdings as of
9/30/2024
3/31/2025
Value ($000)
$640,847
$653,693
Num holdings
90
91
Form type
13F-HR
13F-HR
Date filed
10/10/2024
4/15/2025
Compare Q1 2025 to
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
Shares or Principal
Value ($000)
Sym
Issuer Name
Cl
CUSIP
Option Type
Q3 2024
Q1 2025
Diff
Chg %
Q3 2024
Q1 2025
Diff
Chg %