Ever Source Wealth Advisors, LLC Timothy Plan High Divid Stk En 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 En stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,467 shares of TPHE stock, worth $168,271. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,467
Previous 13,230 51.12%
Holding current value
$168,271
Previous $315,000 47.3%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 08, 2024
SELL
$23.59 - $25.68 $159,539 - $173,673
-6,763 Reduced 51.12%
6,467 $166,000
Q2 2024

Aug 13, 2024
SELL
$23.43 - $24.63 $121,414 - $127,632
-5,182 Reduced 28.14%
13,230 $315,000
Q1 2024

Jun 11, 2024
SELL
$22.02 - $24.63 $168,827 - $188,838
-7,667 Reduced 29.4%
18,412 $453,000
Q4 2023

Feb 09, 2024
SELL
$21.19 - $22.69 $510,933 - $547,101
-24,112 Reduced 48.04%
26,079 $589,000
Q3 2023

Nov 03, 2023
SELL
$22.01 - $23.57 $486,002 - $520,449
-22,081 Reduced 30.55%
50,191 $1.1 Million
Q2 2023

Aug 04, 2023
SELL
$22.33 - $23.65 $385,304 - $408,080
-17,255 Reduced 19.27%
72,272 $1.64 Million
Q1 2023

May 11, 2023
BUY
$22.32 - $24.64 $216,883 - $239,426
9,717 Added 12.18%
89,527 $2.11 Million
Q4 2022

Feb 09, 2023
BUY
$22.77 - $24.52 $204,474 - $220,189
8,980 Added 12.68%
79,810 $1.87 Million
Q3 2022

Nov 07, 2022
BUY
$22.4 - $26.49 $564,278 - $667,309
25,191 Added 55.2%
70,830 $1.59 Million
Q2 2022

Aug 01, 2022
BUY
$23.72 - $28.09 $624,381 - $739,413
26,323 Added 136.28%
45,639 $1.12 Million
Q1 2022

May 25, 2022
BUY
$25.22 - $27.5 $487,149 - $531,190
19,316 New
19,316 $528,000

Others Institutions Holding TPHE

# of Institutions
14
Shares Held
317K
Call Options Held
0
Put Options Held
0
View Full List

About TIMOTHY PLAN HIGH DIVID STK EN

TPHE Quotes by TradingView
  • Ticker TPHE
  • Sector ETFs
  • Industry ETFs
More about TPHE
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