Total Wealth Planning, LLC's ownership history for EFV


Total Wealth Planning, LLC currently holds 3.4K shares with a market value of $230.7K. It started holding EFV on 2024-09-30. At its peak, it held 4.7K shares on 2024-09-30. Its highest holding value was $275.5K on 2025-03-31. At its lowest, it held 3.4K shares on 2025-06-30, with a value of $215.9K on 2025-06-30. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 1.3K. In the recent year, Total Wealth Planning, LLC has decreased its shares by 1.3K.


Total Wealth Planning, LLC's ownership history for EFV