Total Wealth Planning & Management, Inc.'s ownership history for UPS

Total Wealth Planning & Management, Inc. currently holds 6.4K shares with a market value of $633.6K. It started holding UPS on 2024-12-31. At its peak, it held 7.9K shares on 2025-03-31. Its highest holding value was $871.9K on 2025-03-31. At its lowest, it held 6.2K shares on 2024-12-31, with a value of $633.6K on 2025-12-31. In the recent 180 days, Total Wealth Planning & Management, Inc. has decreased its shares by 1.5K.

It has also owned 27 contracts of puts, with the market value of the underlying securities totaling $297.0K on 2024-12-31. At its peak, it held 27 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $340.5K on 2024-12-31. At its lowest, it held 27 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $297.0K on 2025-03-31.