TWPM
OPP

Total Wealth Planning & Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Total Wealth Planning & Management’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$320K Buy
37,421
+1,038
+3% +$8.88K 0.26% 136
2025
Q1 		$312K Buy
36,383
+22,841
+169% +$196K 0.3% 116
2024
Q4 		$113K Buy
+13,542
New +$113K 0.1% 155