Optivise Advisory Services LLC Timothy Plan U S Large/Mid Cap Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Optivise Advisory Services LLC holds 7,643 shares of TPLC stock, worth $343,705. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,643
Previous 7,032 8.69%
Holding current value
$343,705
Previous $298 Million 14.99%
% of portfolio
0.18%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$37.78 - $44.9 $23,083 - $27,433
611 Added 8.69%
7,643 $343 Million
Q1 2025

Apr 18, 2025
BUY
$41.17 - $45.22 $25,731 - $28,262
625 Added 9.75%
7,032 $298 Million
Q4 2024

Feb 13, 2025
BUY
$42.7 - $46.33 $15,884 - $17,234
372 Added 6.16%
6,407 $274 Million
Q3 2024

Nov 12, 2024
BUY
$39.98 - $43.99 $241,279 - $265,479
6,035 New
6,035 $266 Million
Q2 2024

Nov 14, 2024
SELL
$39.41 - $41.76 $20,414 - $21,631
-518 Reduced 8.58%
5,517 $224 Million

Others Institutions Holding TPLC

# of Institutions
93
Shares Held
3.21M
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
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