Avantax Advisory Services, Inc. Timothy Plan U S Large/Mid Cap Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
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 16,505 shares of TPLC stock, worth $737,443. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,505
Previous 14,895
10.81%
Holding current value
$737,443
Previous $604,000
20.2%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding TPLC
# of Institutions
90Shares Held
3.2MCall Options Held
0Put Options Held
0-
Creative One Wealth, LLC Overland Park, KS404KShares$18 Million0.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC244KShares$10.9 Million0.0% of portfolio
-
Hill Island Financial LLC Grand Rapids, MI240KShares$10.7 Million3.2% of portfolio
-
Bare Financial Services, Inc Gap, PA202KShares$9.02 Million3.65% of portfolio
-
O'Connor Financial Group LLC Quincy, IL200KShares$8.94 Million4.48% of portfolio