Total Wealth Planning & Management, Inc.'s ownership history for MSM
Total Wealth Planning & Management, Inc. currently holds 4.4K shares with a market value of $370.0K. It started holding MSM on 2024-12-31. At its peak, it held 4.4K shares on 2025-12-31. Its highest holding value was $370.0K on 2025-12-31. At its lowest, it held 4.1K shares on 2024-12-31, with a value of $306.2K on 2024-12-31. In the recent 180 days, Total Wealth Planning & Management, Inc. has increased its shares by 300.
It has also owned 44 contracts of puts, with the market value of the underlying securities totaling $370.0K on 2024-12-31. At its peak, it held 44 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $370.0K on 2025-12-31. At its lowest, it held 41 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $306.2K on 2024-12-31. In the recent 180 days, Total Wealth Planning & Management, Inc. has increased its holdings by 3 contracts.