Total Wealth Planning, LLC's ownership history for AVEM

Total Wealth Planning, LLC currently holds 112.1K shares with a market value of $8.4M. It started holding AVEM on 2024-09-30. At its peak, it held 122.6K shares on 2024-09-30. Its highest holding value was $8.4M on 2025-09-30. At its lowest, it held 112.1K shares on 2025-09-30, with a value of $7.0M on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 3.5K. In the recent year, Total Wealth Planning, LLC has decreased its shares by 10.5K.