M Holdings Securities, Inc. Timothy Plan U S Large/Mid Cap Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 21, 2020	SELL	$19.6 - $26.63 $479,063 - $650,890	-24,442 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$17.48 - $28.25 $427,246 - $690,486	24,442 New	24,442 $507,000

Others Institutions Holding TPLC

# of Institutions

91

Shares Held

3.24M

Call Options Held

0

Put Options Held

0

Creative One Wealth, LLC Overland Park, KS

404K
Shares

$17.4 Million
0.64% of portfolio
Lpl Financial LLC Fort Mill, SC

244K
Shares

$10.6 Million
0.0% of portfolio
Hill Island Financial LLC Grand Rapids, MI

240K
Shares

$10.4 Million
3.2% of portfolio
Bare Financial Services, Inc Gap, PA

202K
Shares

$8.72 Million
3.65% of portfolio
O'Connor Financial Group LLC Quincy, IL

198K
Shares

$8.54 Million
4.57% of portfolio

About TIMOTHY PLAN U S LARGE/MID CAP

Ticker TPLC
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