Arete Wealth Advisors, LLC Timothy Plan U S Sm Cap Core E Transaction History
Arete Wealth Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Timothy Plan U S Sm Cap Core E stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 8,312 shares of TPSC stock, worth $351,348. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,312
Previous 8,312
-0.0%
Holding current value
$351,348
Previous $323,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding TPSC
# of Institutions
61Shares Held
1.6MCall Options Held
0Put Options Held
0-
Bare Financial Services, Inc Gap, PA195KShares$8.24 Million3.12% of portfolio
-
Creative Financial Designs Inc194KShares$8.21 Million0.65% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA188KShares$7.94 Million1.29% of portfolio
-
O'Connor Financial Group LLC Quincy, IL144KShares$6.1 Million2.95% of portfolio
-
Lpl Financial LLC Fort Mill, SC142KShares$6.01 Million0.0% of portfolio