Total Wealth Planning, LLC's ownership history for DFAX

Total Wealth Planning, LLC currently holds 10.5K shares with a market value of $329.1K. It started holding DFAX on 2024-09-30. At its peak, it held 12.0K shares on 2024-09-30. Its highest holding value was $329.1K on 2025-09-30. At its lowest, it held 10.5K shares on 2025-03-31, with a value of $274.7K on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 0. In the recent year, Total Wealth Planning, LLC has decreased its shares by 1.5K.