Plan A Wealth LLC Timothy Plan U S Large/Mid Cap Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Plan A Wealth LLC holds 9,430 shares of TPLC stock, worth $429,347. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,430
Previous 23,138
59.24%
Holding current value
$429,347
Previous $1.04 Billion
57.97%
% of portfolio
0.22%
Previous 0.59%
Shares
4 transactions
Others Institutions Holding TPLC
# of Institutions
97Shares Held
3.09MCall Options Held
0Put Options Held
0-
Christian Investment Advisors, Inc. New Braunfels, TX499KShares$22.7 Million18.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC279KShares$12.7 Million0.0% of portfolio
-
Bare Financial Services, Inc Gap, PA267KShares$12.1 Million4.04% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA190KShares$8.66 Million1.42% of portfolio
-
Geneos Wealth Management Inc.182KShares$8.31 Million0.22% of portfolio