Ever Source Wealth Advisors, LLC Timothy Plan U S Large/Mid Cap Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 115,740 shares of TPLC stock, worth $5.15 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
115,740
Previous 98,926 17.0%
Holding current value
$5.15 Million
Previous $4.35 Million 13.93%
% of portfolio
0.3%
Previous 0.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$42.7 - $46.33 $717,957 - $778,992
16,814 Added 17.0%
115,740 $4.96 Million
Q3 2024

Nov 08, 2024
SELL
$39.98 - $43.99 $1.12 Million - $1.23 Million
-28,003 Reduced 22.06%
98,926 $4.35 Million
Q2 2024

Aug 13, 2024
BUY
$39.41 - $41.76 $340,541 - $360,848
8,641 Added 7.31%
126,929 $5.15 Million
Q1 2024

Jun 11, 2024
BUY
$37.37 - $42.11 $839,517 - $946,001
22,465 Added 23.44%
118,288 $4.98 Million
Q4 2023

Feb 09, 2024
BUY
$32.69 - $38.36 $917,314 - $1.08 Million
28,061 Added 41.41%
95,823 $3.66 Million
Q3 2023

Nov 03, 2023
BUY
$34.29 - $37.08 $1.61 Million - $1.74 Million
46,991 Added 226.23%
67,762 $2.34 Million
Q2 2023

Aug 04, 2023
BUY
$33.24 - $35.98 $669,420 - $724,601
20,139 Added 3186.55%
20,771 $747,000
Q1 2023

May 11, 2023
BUY
$32.74 - $36.11 $7,497 - $8,269
229 Added 56.82%
632 $21,000
Q4 2022

Feb 09, 2023
BUY
$30.22 - $35.18 $6,618 - $7,704
219 Added 119.02%
403 $13,000
Q3 2022

Nov 07, 2022
SELL
$30.15 - $35.75 $1,809 - $2,145
-60 Reduced 24.59%
184 $6,000
Q4 2021

Feb 07, 2022
BUY
$34.64 - $38.76 $8,452 - $9,457
244 New
244 $9,000

Others Institutions Holding TPLC

# of Institutions
98
Shares Held
3.97M
Call Options Held
0
Put Options Held
0
View Full List

About TIMOTHY PLAN U S LARGE/MID CAP

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