Optivise Advisory Services LLC Timothy Plan High Divid Stk En Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 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 10,168 shares of TPHE stock, worth $265,994. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,168
Previous 10,533
3.47%
Holding current value
$265,994
Previous $265 Million
0.16%
% of portfolio
0.16%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding TPHE
# of Institutions
18Shares Held
264KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC88.4KShares$2.31 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.73.6KShares$1.93 Million0.01% of portfolio
-
Turning Point Benefit Group, Inc. Frederick, MD18.1KShares$473,7050.35% of portfolio
-
Creative Financial Designs Inc15.7KShares$410,5280.03% of portfolio
-
First Heartland Consultants, Inc.14.7KShares$385,2840.04% of portfolio