Arete Wealth Advisors, LLC Timothy Plan Us Large/Mid Core Transaction History
Arete Wealth Advisors, LLC
- $1.06 Billion
- Q1 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Timothy Plan Us Large/Mid Core stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 26,862 shares of TPLE stock, worth $649,254. This represents 0.06% of its overall portfolio holdings.
Number of Shares
26,862
Previous 26,862
-0.0%
Holding current value
$649,254
Previous $612,000
10.13%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding TPLE
# of Institutions
14Shares Held
332KCall Options Held
0Put Options Held
0-
Cambridge Investment Research Advisors, Inc.130KShares$3.14 Million0.01% of portfolio
-
First Heartland Consultants, Inc.84KShares$2.03 Million0.22% of portfolio
-
Cetera Investment Advisers Schaumburg, IL28.8KShares$695,4190.0% of portfolio
-
Sunbelt Securities, Inc. Houston, TX25KShares$603,4040.08% of portfolio
-
Ever Source Wealth Advisors, LLC17.6KShares$424,6660.04% of portfolio