One Ascent Wealth Management LLC Timothy Plan U S Large/Mid Cap Transaction History

One Ascent Wealth Management LLC

  • $177 Million
  • Q3 2025

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 18,821 shares of TPLC stock, worth $849,768. This represents 0.49% of its overall portfolio holdings.

Number of Shares
18,821
Previous 15,636 20.37%
Holding current value
$849,768
Previous $702,000 24.07%
% of portfolio
0.49%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$44.8 - $46.43 $142,688 - $147,879
3,185 Added 20.37%
18,821 $871,000
Q2 2025

Aug 06, 2025
BUY
$37.78 - $44.9 $341,871 - $406,300
9,049 Added 137.38%
15,636 $702,000
Q1 2025

May 05, 2025
BUY
$41.17 - $45.22 $1,070 - $1,175
26 Added 0.4%
6,587 $280,000
Q4 2024

Feb 12, 2025
SELL
$42.7 - $46.33 $3,586 - $3,891
-84 Reduced 1.26%
6,561 $281,000
Q3 2024

Nov 07, 2024
BUY
$39.98 - $43.99 $265,667 - $292,313
6,645 New
6,645 $292,000
Q1 2024

Apr 16, 2024
BUY
$37.37 - $42.11 $250,752 - $282,558
6,710 New
6,710 $283,000

Others Institutions Holding TPLC

# of Institutions
96
Shares Held
3.04M
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
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