Sound Financial Strategies Group, LLC Timothy Plan U S Large/Mid Cap Transaction History
Sound Financial Strategies Group, LLC
- $111 Million
- Q2 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 63,099 shares of TPLC stock, worth $2.93 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
63,099
Previous 66,952
5.75%
Holding current value
$2.93 Million
Previous $2.84 Million
0.28%
% of portfolio
2.54%
Previous 2.69%
Shares
5 transactions
Others Institutions Holding TPLC
# of Institutions
93Shares Held
3.21MCall Options Held
0Put Options Held
0-
Christian Investment Advisors, Inc. New Braunfels, TX618KShares$28.7 Million19.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC279KShares$12.9 Million0.0% of portfolio
-
Bare Financial Services, Inc Gap, PA267KShares$12.4 Million4.04% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA190KShares$8.83 Million1.42% of portfolio
-
Geneos Wealth Management Inc.183KShares$8.49 Million0.21% of portfolio