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

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025
Number of Shares
93,334
Previous 90,060 3.64%
Holding current value
$1.79 Billion
Previous $1.52 Billion 17.91%
% of portfolio
1.7%
Previous 1.38%

Shares

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