Total Wealth Planning & Management, Inc. Highland Global Allocation Fund Transaction History

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025

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 42,593 shares of HGLB stock, worth $327,114. This represents 0.34% of its overall portfolio holdings.

Number of Shares
42,593
Previous 14,443 194.9%
Holding current value
$327,114
Previous $98.4 Million 260.73%
% of portfolio
0.34%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$7.06 - $8.36 $198,739 - $235,333
28,150 Added 194.9%
42,593 $355 Million
Q4 2024

Feb 28, 2025
BUY
$6.79 - $8.0 $98,067 - $115,544
14,443 New
14,443 $98.4 Million

Others Institutions Holding HGLB

# of Institutions
39
Shares Held
9.14M
Call Options Held
0
Put Options Held
0
View Full List

About HIGHLAND GLOBAL ALLOCATION FUND

HGLB Quotes by TradingView
  • Ticker HGLB
  • Exchange NYSE
  • Sector N/A
  • Industry N/A
More about HGLB
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