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Highland Global mf closed and mf open shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Highland Global mf closed and mf open (HGLB) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Highland Global mf closed and mf open

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All positions including Highland Global mf closed and mf open held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Highland Global mf closed and mf open by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $311k 36k 8.70
2025-03-31 $355k 43k 8.33
2024-12-31 $98k 14k 6.81

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Top funds holding Highland Global mf closed and mf open

Raymond James Financial
Morgan Stanley
LPL Financial
Deschutes Portfolio Strategy
Advisor Group Holdings
NWF Advisory Services
Goss Wealth Management
Quantedge Capital Pte
Sovereign Financial Group
UBS Group
Oppenheimer & Co
Private Advisor
Pnc Financial Services
Capital Investment Advisors
Summit Financial

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