Total Wealth Planning & Management, Inc. TXO PARTNERS LP Transaction History

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025
Number of Shares
79,279
Previous 93,334 15.06%
Holding current value
$1.19 Billion
Previous $1.79 Billion 33.32%
% of portfolio
0.97%
Previous 1.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
N/A
-14,055 Reduced 15.06%
79,279 $1.19 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
3,274 Added 3.64%
93,334 $1.79 Billion
Q4 2024

Feb 28, 2025
BUY
N/A
90,060 New
90,060 $1.52 Billion
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