Ever Source Wealth Advisors, LLC Timothy Plan High Divid Stk Et Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 102,294 shares of TPHD stock, worth $3.78 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
102,294
Previous 112,906 9.4%
Holding current value
$3.78 Million
Previous $3.95 Million 2.38%
% of portfolio
0.26%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$34.67 - $37.7 $367,918 - $400,072
-10,612 Reduced 9.4%
102,294 $3.86 Million
Q2 2024

Aug 13, 2024
BUY
$34.31 - $36.21 $393,638 - $415,437
11,473 Added 11.31%
112,906 $3.95 Million
Q1 2024

Jun 11, 2024
BUY
$32.28 - $36.17 $762,840 - $854,769
23,632 Added 30.37%
101,433 $3.67 Million
Q4 2023

Feb 09, 2024
BUY
$29.45 - $33.3 $480,977 - $543,855
16,332 Added 26.57%
77,801 $2.58 Million
Q3 2023

Nov 03, 2023
BUY
$30.61 - $32.78 $1.25 Million - $1.34 Million
40,901 Added 198.86%
61,469 $1.88 Million
Q2 2023

Aug 04, 2023
BUY
$29.6 - $31.5 $462,618 - $492,313
15,629 Added 316.44%
20,568 $647,000
Q1 2023

May 11, 2023
BUY
$29.59 - $32.68 $20,713 - $22,876
700 Added 16.51%
4,939 $154,000
Q4 2022

Feb 09, 2023
BUY
$28.08 - $32.49 $9,940 - $11,501
354 Added 9.11%
4,239 $131,000
Q3 2022

Nov 07, 2022
BUY
$28.03 - $33.19 $3,447 - $4,082
123 Added 3.27%
3,885 $109,000
Q2 2022

Aug 01, 2022
BUY
$28.63 - $33.93 $8,932 - $10,586
312 Added 9.04%
3,762 $111,000
Q1 2022

May 25, 2022
SELL
$30.4 - $33.25 $30,065 - $32,884
-989 Reduced 22.28%
3,450 $114,000
Q4 2021

Feb 07, 2022
BUY
$29.45 - $32.5 $130,728 - $144,267
4,439 New
4,439 $144,000

Others Institutions Holding TPHD

# of Institutions
77
Shares Held
2.93M
Call Options Held
0
Put Options Held
0
View Full List

About TIMOTHY PLAN HIGH DIVID STK ET

TPHD Quotes by TradingView
  • Ticker TPHD
  • Sector ETFs
  • Industry ETFs
More about TPHD
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email