Total Wealth Planning & Management, Inc.

Q4 2024 13F Holdings Report, Options Holdings

Signature - Title
Richard Tomes - CCO
Location
Ponte Vedra Beach, FL
Options holdings as of
31 Dec 2024
Notional value
$8,381,856
Number of holdings
26
Filing time
28 Feb 2025, 12:32:39 UTC
Description
All US holdings of this investor are reported in this report.
Next filing
Q1 2025 - 24 Apr 2025
Stock holdings
Showing options holdings, see here for stock holdings
Sym Company Class Option Share Change Activity * Price $ Shares Notional Value
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Richard Tomes CCO Ponte Vedra, Florida 28 Feb 2025