Legacy Wealth Asset Management, LLC Timothy Plan U S Large/Mid Cap Transaction History

Legacy Wealth Asset Management, LLC

  • $324 Million
  • Q1 2024

A detailed history of Legacy Wealth Asset Management, LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 50,249 shares of TPLC stock, worth $2.03 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
50,249
Previous 47,358 6.1%
Holding current value
$2.03 Million
Previous $1.81 Million 16.92%
% of portfolio
0.65%
Previous 0.62%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$37.37 - $42.11 $108,036 - $121,740
2,891 Added 6.1%
50,249 $2.12 Million
Q4 2023

Jan 10, 2024
BUY
$32.69 - $38.36 $72,571 - $85,159
2,220 Added 4.92%
47,358 $1.81 Million
Q3 2023

Oct 31, 2023
BUY
$34.29 - $37.08 $42,039 - $45,460
1,226 Added 2.79%
45,138 $1.56 Million
Q2 2023

Aug 04, 2023
SELL
$33.24 - $35.98 $16,985 - $18,385
-511 Reduced 1.15%
43,912 $1.58 Million
Q1 2023

Apr 21, 2023
BUY
$32.74 - $36.11 $6,253 - $6,897
191 Added 0.43%
44,423 $1.53 Million
Q4 2022

Feb 02, 2023
BUY
$32.32 - $35.18 $34,129 - $37,150
1,056 Added 2.45%
44,232 $1.48 Million
Q3 2022

Oct 14, 2022
BUY
N/A
642 Added 1.51%
43,176 $1.3 Million
Q2 2022

Jul 19, 2022
BUY
N/A
2,590 Added 6.48%
42,534 $1.33 Million
Q1 2022

May 12, 2022
BUY
N/A
2,603 Added 6.97%
39,944 $1.45 Million
Q4 2021

Feb 10, 2022
BUY
N/A
2,892 Added 8.4%
37,341 $1.45 Million
Q3 2021

Oct 19, 2021
BUY
N/A
2,161 Added 6.69%
34,449 $1.2 Million
Q2 2021

Jul 14, 2021
BUY
N/A
1,269 Added 4.09%
32,288 $1.13 Million
Q1 2021

Apr 20, 2021
BUY
N/A
1,694 Added 5.78%
31,019 $1.02 Million
Q4 2020

Mar 25, 2021
BUY
N/A
29,325 New
29,325 $905,000

Others Institutions Holding TPLC

# of Institutions
77
Shares Held
3M
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 Legacy Wealth Asset Management, LLC Portfolio

Follow Legacy Wealth Asset Management, 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 Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email