Total Wealth Planning, LLC's ownership history for IEFA


Total Wealth Planning, LLC currently holds 3.4K shares with a market value of $301.1K. It started holding IEFA on 2024-09-30. At its peak, it held 32.6K shares on 2025-09-30. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 3.4K shares on 2025-12-31, with a value of $293.3K on 2024-12-31. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 21.9K. In the recent year, Total Wealth Planning, LLC has decreased its shares by 807.


Total Wealth Planning, LLC's ownership history for IEFA