Arete Wealth Advisors, LLC Timothy Plan High Divid Stk Et Transaction History

Arete Wealth Advisors, LLC

  • $1.22 Billion
  • Q2 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 12,459 shares of TPHD stock, worth $472,694. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,459
Previous 16,621 25.04%
Holding current value
$472,694
Previous $601,000 27.79%
% of portfolio
0.04%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$34.31 - $36.21 $142,798 - $150,706
-4,162 Reduced 25.04%
12,459 $434,000
Q1 2024

May 15, 2024
BUY
$32.28 - $36.17 $29,633 - $33,204
918 Added 5.85%
16,621 $601,000
Q4 2023

Feb 14, 2024
BUY
$29.45 - $33.3 $462,453 - $522,909
15,703 New
15,703 $520,000
Q2 2023

Aug 09, 2023
BUY
$29.6 - $31.5 $496,125 - $527,971
16,761 New
16,761 $528,000

Others Institutions Holding TPHD

# of Institutions
74
Shares Held
2.97M
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
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