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

Jfs Wealth Advisors, LLC

$1.26 Billion
Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 326 shares of TPLC stock, worth $13,189. This represents 0.0% of its overall portfolio holdings.

Number of Shares

326

Holding current value

$13,189

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$37.37 - $42.11 $12,182 - $13,727	326 New	326 $13,000

Others Institutions Holding TPLC

# of Institutions

Shares Held

Call Options Held

Put Options Held

Creative One Wealth, LLC Overland Park, KS

435K
Shares

$17.6 Million
0.73% of portfolio
Ambassador Advisors, LLC Lancaster, PA

248K
Shares

$10 Million
1.91% of portfolio
Hill Island Financial LLC Grand Rapids, MI

235K
Shares

$9.52 Million
3.27% of portfolio
O'Connor Financial Group LLC Quincy, IL

215K
Shares

$8.7 Million
5.4% of portfolio
Lpl Financial LLC Fort Mill, SC

187K
Shares

$7.58 Million
0.0% of portfolio

View Full List

About TIMOTHY PLAN U S LARGE/MID CAP

Ticker TPLC
Sector ETFs
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Jfs Wealth Advisors, LLC Timothy Plan U S Large/Mid Cap Transaction History