Total Wealth Planning & Management, Inc. Highland Global Allocation Fund Transaction History
Total Wealth Planning & Management, Inc.
- $110 Billion
- Q4 2024
A detailed history of Total Wealth Planning & Management, Inc. transactions in Highland Global Allocation Fund stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 14,443 shares of HGLB stock, worth $120,454. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,443Holding current value
$120,454% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding HGLB
# of Institutions
42Shares Held
9.1MCall Options Held
0Put Options Held
0-
Raymond James & Associates St Petersburg, FL2.78MShares$23.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.64MShares$22 Million0.01% of portfolio
-
Morgan Stanley New York, NY825KShares$6.88 Million0.0% of portfolio
-
Shaker Financial Services, LLC667KShares$5.56 Million1.81% of portfolio
-
Matisse Capital393KShares$3.28 Million1.4% of portfolio
About HIGHLAND GLOBAL ALLOCATION FUND
- Ticker HGLB
- Exchange NYSE
- Sector N/A
- Industry N/A