Ae Wealth Management LLC Timothy Plan High Divid Stk Et Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,665 shares of TPHD stock, worth $99,884. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,665
Holding current value
$99,884
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$35.89 - $39.51 $95,646 - $105,294
2,665 New
2,665 $96,000
Q4 2023

Feb 14, 2024
SELL
$29.45 - $33.3 $243,286 - $275,091
-8,261 Reduced 32.19%
17,402 $576,000
Q3 2023

Oct 11, 2023
BUY
$30.61 - $32.78 $86,503 - $92,636
2,826 Added 12.37%
25,663 $785,000
Q2 2023

Jul 10, 2023
BUY
$29.6 - $31.5 $300,084 - $319,347
10,138 Added 79.83%
22,837 $719,000
Q1 2023

Apr 14, 2023
BUY
$29.59 - $32.68 $61,754 - $68,203
2,087 Added 19.67%
12,699 $396,000
Q4 2022

Jan 31, 2023
BUY
$28.08 - $32.49 $5,756 - $6,660
205 Added 1.97%
10,612 $330,000
Q3 2022

Oct 25, 2022
BUY
$28.03 - $33.19 $291,708 - $345,408
10,407 New
10,407 $292,000

Others Institutions Holding TPHD

# of Institutions
86
Shares Held
3.26M
Call Options Held
0
Put Options Held
0
View Full List

About TIMOTHY PLAN HIGH DIVID STK ET

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

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email