Total Wealth Planning & Management, Inc. TXO Holdings History
Number of Shares
93,334.00
Current Holdings Value*
$1.79 Mil
% of Portfolio
1.7%
Total Estimate Gain
$-281,049.18
% of Total Estimate Gain
-16.59%
Total Wealth Planning & Management, Inc.'s TXO Partners LP Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held 93,334.00 shares of TXO Partners LP(TXO), totaling $1.79 Mil. This investment constitutes 1.7% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0.23% of the outstanding TXO Partners LP(TXO) stock.
The initial trade took place in 2024Q4. And since then Total Wealth Planning & Management, Inc. has made 1 purchases of TXO, at an average price of $18.15, for a total of 93,334.00 shares. Based on historical transaction data and TXO's current price of $15.14, Total Wealth Planning & Management, Inc.'s estimated gain on his TXO holdings is $-281,049.18, reflecting a -16.59% gain to date.
Total Wealth Planning & Management, Inc. TXO ($15.14) Holding Chart
Total Wealth Planning & Management, Inc. TXO ($15.14) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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