Envestnet Asset Management Inc Timothy Plan U S Large/Mid Cap Transaction History
Envestnet Asset Management Inc
- $263 Billion
- Q1 2024
A detailed history of Envestnet Asset Management Inc transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Envestnet Asset Management Inc holds 6,492 shares of TPLC stock, worth $262,666. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,492
Previous 6,777
4.21%
Holding current value
$262,666
Previous $258,000
5.81%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding TPLC
# of Institutions
77Shares Held
3MCall Options Held
0Put Options Held
0-
Creative One Wealth, LLC Overland Park, KS435KShares$17.6 Million0.73% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA248KShares$10 Million1.91% of portfolio
-
Hill Island Financial LLC Grand Rapids, MI235KShares$9.52 Million3.27% of portfolio
-
O'Connor Financial Group LLC Quincy, IL215KShares$8.7 Million5.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC187KShares$7.58 Million0.0% of portfolio