Sound Financial Strategies Group, LLC Timothy Plan U S Large/Mid Cap Transaction History
Sound Financial Strategies Group, LLC
- $106 Million
- Q1 2025
A detailed history of Sound Financial Strategies Group, LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 66,952 shares of TPLC stock, worth $3.05 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
66,952
Previous 20,358
228.87%
Holding current value
$3.05 Million
Previous $871,000
226.18%
% of portfolio
2.69%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding TPLC
# of Institutions
90Shares Held
3.19MCall Options Held
0Put Options Held
0-
Christian Investment Advisors, Inc. New Braunfels, TX648KShares$29.5 Million19.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC270KShares$12.3 Million0.0% of portfolio
-
Bare Financial Services, Inc Gap, PA254KShares$11.6 Million4.14% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA192KShares$8.75 Million1.52% of portfolio
-
Geneos Wealth Management Inc.177KShares$8.07 Million0.26% of portfolio