One Ascent Wealth Management LLC Timothy Plan U S Large/Mid Cap Transaction History
One Ascent Wealth Management LLC
- $261 Million
- Q1 2024
A detailed history of One Ascent Wealth Management LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 6,710 shares of TPLC stock, worth $271,151. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,710Holding current value
$271,151% of portfolio
0.11%Shares
1 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
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Ambassador Advisors, LLC Lancaster, PA248KShares$10 Million1.91% of portfolio
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Hill Island Financial LLC Grand Rapids, MI235KShares$9.51 Million3.27% of portfolio
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O'Connor Financial Group LLC Quincy, IL215KShares$8.69 Million5.4% of portfolio
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Lpl Financial LLC Fort Mill, SC187KShares$7.57 Million0.0% of portfolio