One Ascent Wealth Management LLC Timothy Plan U S Large/Mid Cap Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 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 6,561 shares of TPLC stock, worth $273,659. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,561
Previous 6,645
1.26%
Holding current value
$273,659
Previous $292,000
3.77%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding TPLC
# of Institutions
96Shares Held
3.99MCall Options Held
0Put Options Held
0-
Christian Investment Advisors, Inc. New Braunfels, TX648KShares$27 Million19.73% of portfolio
-
Creative One Wealth, LLC Overland Park, KS289KShares$12.1 Million0.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC257KShares$10.7 Million0.0% of portfolio
-
Hill Island Financial LLC Grand Rapids, MI236KShares$9.84 Million3.89% of portfolio
-
Bare Financial Services, Inc Gap, PA226KShares$9.41 Million3.88% of portfolio