Ever Source Wealth Advisors, LLC Timothy Plan U S Sm Cap Core E Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Timothy Plan U S Sm Cap Core E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 58,727 shares of TPSC stock, worth $2.06 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
58,727
Previous 45,810
28.2%
Holding current value
$2.06 Million
Previous $1.68 Million
28.21%
% of portfolio
0.17%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding TPSC
# of Institutions
49Shares Held
1.52MCall Options Held
0Put Options Held
0-
Ambassador Advisors, LLC Lancaster, PA192KShares$6.73 Million1.29% of portfolio
-
Creative Financial Designs Inc165KShares$5.81 Million0.58% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL157KShares$5.51 Million0.64% of portfolio
-
O'Connor Financial Group LLC Quincy, IL151KShares$5.29 Million3.29% of portfolio
-
Atria Investments LLC Charlotte, NC124KShares$4.37 Million0.07% of portfolio