Optivise Advisory Services LLC Timothy Plan Us Large/Mid Core Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Timothy Plan Us Large/Mid Core stock. As of the latest transaction made, Optivise Advisory Services LLC holds 11,336 shares of TPLE stock, worth $303,464. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,336
Previous 10,334 9.7%
Holding current value
$303,464
Previous $262 Million 15.73%
% of portfolio
0.16%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$22.59 - $26.76 $22,635 - $26,813
1,002 Added 9.7%
11,336 $303 Million
Q1 2025

Apr 18, 2025
BUY
$24.58 - $27.01 $44,538 - $48,942
1,812 Added 21.26%
10,334 $262 Million
Q4 2024

Feb 13, 2025
SELL
$25.49 - $27.64 $141,928 - $153,899
-5,568 Reduced 39.52%
8,522 $218 Million
Q3 2024

Nov 12, 2024
BUY
$23.85 - $26.23 $336,046 - $369,580
14,090 New
14,090 $370 Million
Q2 2024

Nov 14, 2024
SELL
$23.52 - $24.93 $49,462 - $52,427
-2,103 Reduced 14.93%
11,987 $290 Million

Others Institutions Holding TPLE

# of Institutions
18
Shares Held
334K
Call Options Held
0
Put Options Held
0
View Full List

About TIMOTHY PLAN US LARGE/MID CORE

TPLE Quotes by TradingView
  • Ticker TPLE
  • Sector ETFs
  • Industry ETFs
More about TPLE
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email