Purchases and Sales Made in Q2 2023 in Timothy Plan High Divid Stk Et (TPHD)
This table provides information about the institutional ownership of Timothy Plan High Divid Stk Et (TPHD) during Q2 2023. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN HIGH DIVID STK ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.1K- 35.76% |
$566K - $602K
|
34.3K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
SELL
|
- |
-25.1K- 72.38% |
$743K - $790K
|
9.57K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-29.7K- 9.89% |
$880K - $936K
|
271K
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34.8K- 31.6% |
$1.03M - $1.1M
|
75.3K
$2.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-135K- 38.63% |
$3.99M - $4.25M
|
214K
$7.98M
|