Total Wealth Planning, LLC's ownership history for BSV

Total Wealth Planning, LLC currently holds 6.8K shares with a market value of $535.6K. It started holding BSV on 2024-09-30. At its peak, it held 7.0K shares on 2025-03-31. Its highest holding value was $552.1K on 2024-09-30. At its lowest, it held 5.9K shares on 2025-06-30, with a value of $463.2K on 2025-06-30. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 239. In the recent year, Total Wealth Planning, LLC has decreased its shares by 228.