Total Wealth Planning, LLC's ownership history for DFIP

Total Wealth Planning, LLC currently holds 22.4K shares with a market value of $945.5K. It started holding DFIP on 2024-09-30. At its peak, it held 29.6K shares on 2025-03-31. Its highest holding value was $1.2M on 2025-03-31. At its lowest, it held 21.5K shares on 2025-06-30, with a value of $899.3K on 2025-06-30. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 7.2K. In the recent year, Total Wealth Planning, LLC has decreased its shares by 3.3K.