One Ascent Financial Services LLC Timothy Plan U S Large/Mid Cap Transaction History
One Ascent Financial Services LLC
- $905 Million
- Q1 2024
A detailed history of One Ascent Financial Services LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, One Ascent Financial Services LLC holds 7,305 shares of TPLC stock, worth $295,998. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,305
Previous 5,517
32.41%
Holding current value
$295,998
Previous $211,000
45.97%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding TPLC
# of Institutions
77Shares Held
3MCall Options Held
0Put Options Held
0-
Creative One Wealth, LLC Overland Park, KS435KShares$17.6 Million0.73% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA248KShares$10.1 Million1.91% of portfolio
-
Hill Island Financial LLC Grand Rapids, MI235KShares$9.54 Million3.27% of portfolio
-
O'Connor Financial Group LLC Quincy, IL215KShares$8.72 Million5.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC187KShares$7.6 Million0.0% of portfolio