Centricity Wealth Management, LLC Timothy Plan High Divid Stk Et Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 2,119 shares of TPHD stock, worth $81,242. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,119
Previous 2,119
-0.0%
Holding current value
$81,242
Previous $77 Million
3.48%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding TPHD
# of Institutions
87Shares Held
3.08MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC452KShares$17.3 Million0.01% of portfolio
-
Creative Financial Designs Inc222KShares$8.49 Million0.69% of portfolio
-
Cwm, LLC162KShares$6.21 Million0.02% of portfolio
-
Strategic Equity Management159KShares$6.09 Million2.85% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL155KShares$5.96 Million0.38% of portfolio