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Total Wealth Planning & Management’s HF Sinclair DINO Stock Holding History

Total Wealth Planning & Management’s Portfolio DINO Stock Details DINO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,916
Closed -$348K – 177
2024
Q4 		$348K Buy
+9,916
New +$348K 0.32% 99