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

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 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 7,032 shares of TPLC stock, worth $290,773. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,032
Previous 6,407 9.75%
Holding current value
$290,773
Previous $274 Million 8.76%
% of portfolio
0.17%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
97
Shares Held
3.99M
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
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email