Total Wealth Planning, LLC's ownership history for SLYV

Total Wealth Planning, LLC currently holds 39.3K shares with a market value of $3.5M. It started holding SLYV on 2024-09-30. At its peak, it held 41.0K shares on 2025-06-30. Its highest holding value was $3.5M on 2024-09-30. At its lowest, it held 38.2K shares on 2025-03-31, with a value of $3.0M on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 1.1K. In the recent year, Total Wealth Planning, LLC has decreased its shares by 1.6K.