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

Arete Wealth Advisors, LLC

  • $1.06 Billion
  • Q1 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Timothy Plan High Divid Stk En stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 13,104 shares of TPHE stock, worth $312,661. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,104
Previous 13,104 -0.0%
Holding current value
$312,661
Previous $296,000 8.78%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$21.19 - $22.69 $277,673 - $297,329
13,104 New
13,104 $296,000
Q2 2023

Aug 09, 2023
SELL
$22.33 - $23.65 $20,521 - $21,734
-919 Reduced 5.45%
15,930 $362,000
Q4 2022

Feb 06, 2023
BUY
$23.2 - $24.52 $390,896 - $413,137
16,849 New
16,849 $395,000

Others Institutions Holding TPHE

# of Institutions
17
Shares Held
556K
Call Options Held
0
Put Options Held
0
View Full List

About TIMOTHY PLAN HIGH DIVID STK EN

TPHE Quotes by TradingView
  • Ticker TPHE
  • Sector ETFs
  • Industry ETFs
More about TPHE
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