Avantax Advisory Services, Inc. Timothy Plan U S Large/Mid Cap Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 16,636 shares of TPLC stock, worth $750,782. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,636

Previous 16,192 2.74%

Holding current value

$750,782

Previous $693,000 1.88%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$41.17 - $45.22 $18,279 - $20,077	444 Added 2.74%	16,636 $706,000
Q4 2024 Feb 07, 2025	SELL	$42.7 - $46.33 $13,365 - $14,501	-313 Reduced 1.9%	16,192 $693,000
Q3 2024 Nov 13, 2024	BUY	$39.98 - $43.99 $64,367 - $70,823	1,610 Added 10.81%	16,505 $726,000
Q2 2024 Aug 09, 2024	BUY	$39.41 - $41.76 $64,632 - $68,486	1,640 Added 12.37%	14,895 $604,000
Q1 2024 May 08, 2024	BUY	$37.37 - $42.11 $119,434 - $134,583	3,196 Added 31.77%	13,255 $558,000
Q4 2023 Feb 07, 2024	SELL	$32.69 - $38.36 $118,043 - $138,517	-3,611 Reduced 26.42%	10,059 $384,000
Q3 2023 Nov 07, 2023	BUY	$34.29 - $37.08 $151,870 - $164,227	4,429 Added 47.93%	13,670 $471,000
Q2 2023 Aug 11, 2023	BUY	$33.24 - $35.98 $307,170 - $332,491	9,241 New	9,241 $332,000

Others Institutions Holding TPLC

# of Institutions

Shares Held

3.14M

Call Options Held

Put Options Held

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About TIMOTHY PLAN U S LARGE/MID CAP

Ticker TPLC
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Avantax Advisory Services, Inc. Timothy Plan U S Large/Mid Cap Transaction History