Optivise Advisory Services LLC Timothy Plan High Divid Stk En Transaction History
Optivise Advisory Services LLC
- $196 Billion
- Q2 2025
A detailed history of Optivise Advisory Services LLC transactions in Timothy Plan High Divid Stk En stock. As of the latest transaction made, Optivise Advisory Services LLC holds 10,533 shares of TPHE stock, worth $267,011. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,533
Previous 10,492
0.39%
Holding current value
$267,011
Previous $269 Million
1.53%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding TPHE
# of Institutions
18Shares Held
264KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC88.4KShares$2.24 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.73.6KShares$1.87 Million0.01% of portfolio
-
Turning Point Benefit Group, Inc. Frederick, MD18.1KShares$459,0370.35% of portfolio
-
Creative Financial Designs Inc15.7KShares$397,8170.03% of portfolio
-
First Heartland Consultants, Inc.14.7KShares$373,3540.04% of portfolio