Creative One Wealth, LLC Timothy Plan High Divid Stk Et Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
A detailed history of Creative One Wealth, LLC transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, Creative One Wealth, LLC holds 264,606 shares of TPHD stock, worth $9.94 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
264,606
Previous 290,521
8.92%
Holding current value
$9.94 Million
Previous $10.5 Million
11.91%
% of portfolio
0.47%
Previous 0.42%
Shares
21 transactions
Others Institutions Holding TPHD
# of Institutions
74Shares Held
2.97MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC398KShares$15 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN244KShares$9.15 Million0.0% of portfolio
-
Creative Financial Designs Inc238KShares$8.93 Million0.75% of portfolio
-
Frontier Asset Management, LLC Sheridan, WY160KShares$6.03 Million2.22% of portfolio
-
Atria Investments LLC Charlotte, NC113KShares$4.25 Million0.05% of portfolio