Arete Wealth Advisors, LLC Timothy Plan U S Sm Cap Core E Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025

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 8,707 shares of TPSC stock, worth $347,844. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,707
Previous 11,188 22.18%
Holding current value
$347,844
Previous $438,000 26.26%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$36.14 - $40.81 $89,663 - $101,249
-2,481 Reduced 22.18%
8,707 $323,000
Q4 2024

Feb 12, 2025
BUY
$38.17 - $42.95 $109,776 - $123,524
2,876 Added 34.6%
11,188 $438,000
Q3 2024

Nov 14, 2024
BUY
$34.95 - $39.2 $48,930 - $54,880
1,400 Added 20.25%
8,312 $323,000
Q2 2024

Aug 13, 2024
BUY
$33.89 - $36.6 $234,247 - $252,979
6,912 New
6,912 $244,000

Others Institutions Holding TPSC

# of Institutions
74
Shares Held
2.78M
Call Options Held
0
Put Options Held
0
View Full List

About TIMOTHY PLAN U S SM CAP CORE E

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