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

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 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 10,334 shares of TPLE stock, worth $269,614. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,334
Previous 8,522 21.26%
Holding current value
$269,614
Previous $218 Million 20.32%
% of portfolio
0.15%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
17
Shares Held
328K
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