Disciplined Investments, LLC Timothy Plan High Divid Stk Et Transaction History

Disciplined Investments, LLC

$180 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	BUY	$30.17 - $32.49 $178,515 - $192,243	5,917 New	5,917 $184,000
Q3 2021 Nov 09, 2021	SELL	N/A	0 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	N/A	0 New	0 $0

Others Institutions Holding TPHD

# of Institutions

73

Shares Held

3.69M

Call Options Held

0

Put Options Held

0

Atria Investments LLC Charlotte, NC

366K
Shares

$12.7 Million
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

353K
Shares

$12.3 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

291K
Shares

$10.1 Million
0.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

277K
Shares

$9.61 Million
0.0% of portfolio
One Ascent Financial Services LLC Birmingham, AL

238K
Shares

$8.27 Million
0.95% of portfolio

About TIMOTHY PLAN HIGH DIVID STK ET

Ticker TPHD
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