Moneywise, Inc. Timothy Plan High Divid Stk Et Transaction History
Moneywise, Inc.
- $176 Million
- Q1 2025
A detailed history of Moneywise, Inc. transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, Moneywise, Inc. holds 76,469 shares of TPHD stock, worth $2.83 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
76,469
Previous 56,774
34.69%
Holding current value
$2.83 Million
Previous $2.06 Million
39.34%
% of portfolio
1.63%
Previous 1.11%
Shares
6 transactions
Others Institutions Holding TPHD
# of Institutions
90Shares Held
3.18MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC452KShares$16.7 Million0.01% of portfolio
-
Creative Financial Designs Inc222KShares$8.2 Million0.69% of portfolio
-
Cwm, LLC162KShares$6 Million0.02% of portfolio
-
Strategic Equity Management159KShares$5.88 Million2.85% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL155KShares$5.75 Million0.38% of portfolio