Polen Capital Timothy Plan U S Large/Mid Cap Transaction History
Polen Capital Management LLC
- $37 Billion
- Q4 2024
Shares
12 transactions
Others Institutions Holding TPLC
# of Institutions
95Shares Held
3.91MCall Options Held
0Put Options Held
0-
Christian Investment Advisors, Inc. New Braunfels, TX643KShares$28.5 Million19.92% of portfolio
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Creative One Wealth, LLC Overland Park, KS404KShares$17.9 Million0.64% of portfolio
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Lpl Financial LLC Fort Mill, SC257KShares$11.4 Million0.0% of portfolio
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Hill Island Financial LLC Grand Rapids, MI243KShares$10.8 Million3.19% of portfolio
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Bare Financial Services, Inc Gap, PA226KShares$10 Million3.88% of portfolio