Optivise Advisory Services LLC Timothy Plan Us Large/Mid Core Transaction History
Optivise Advisory Services LLC
- $196 Billion
- Q2 2025
A detailed history of Optivise Advisory Services LLC transactions in Timothy Plan Us Large/Mid Core stock. As of the latest transaction made, Optivise Advisory Services LLC holds 11,336 shares of TPLE stock, worth $303,804. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,336
Previous 10,334
9.7%
Holding current value
$303,804
Previous $262 Million
15.73%
% of portfolio
0.16%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding TPLE
# of Institutions
17Shares Held
322KCall Options Held
0Put Options Held
0-
Cambridge Investment Research Advisors, Inc.119KShares$3.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC65.4KShares$1.75 Million0.0% of portfolio
-
Sunbelt Securities, Inc. Houston, TX27.9KShares$748,6310.07% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA16.5KShares$441,8780.0% of portfolio
-
Ifp Advisors, Inc15.2KShares$407,3060.01% of portfolio