Total Wealth Planning, LLC's ownership history for IWD

Total Wealth Planning, LLC currently holds 30.9K shares with a market value of $6.3M. It started holding IWD on 2024-09-30. At its peak, it held 30.9K shares on 2025-09-30. Its highest holding value was $6.3M on 2025-09-30. At its lowest, it held 1.6K shares on 2024-09-30, with a value of $302.6K on 2024-12-31. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 29.3K. In the recent year, Total Wealth Planning, LLC has increased its shares by 29.3K.