Schwallier Wealth Management LLC Timothy Plan U S Sm Cap Core E Transaction History
Schwallier Wealth Management LLC
- $164 Billion
- Q2 2025
A detailed history of Schwallier Wealth Management LLC transactions in Timothy Plan U S Sm Cap Core E stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 6,631 shares of TPSC stock, worth $269,152. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,631
Previous 6,942
4.48%
Holding current value
$269,152
Previous $257 Million
0.21%
% of portfolio
0.16%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding TPSC
# of Institutions
79Shares Held
3.08MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC380KShares$15.4 Million0.01% of portfolio
-
Christian Investment Advisors, Inc. New Braunfels, TX274KShares$11.1 Million7.34% of portfolio
-
Bare Financial Services, Inc Gap, PA234KShares$9.51 Million3.06% of portfolio
-
Creative Financial Designs Inc206KShares$8.36 Million0.62% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA186KShares$7.55 Million1.2% of portfolio