Sound Financial Strategies Group, LLC Timothy Plan Us Large/Mid Core Transaction History
Sound Financial Strategies Group, LLC
- $109 Million
- Q1 2024
A detailed history of Sound Financial Strategies Group, LLC transactions in Timothy Plan Us Large/Mid Core stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 1,320 shares of TPLE stock, worth $31,838. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,320
Previous 1,320
-0.0%
Holding current value
$31,838
Previous $30,000
10.0%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding TPLE
# of Institutions
14Shares Held
332KCall Options Held
0Put Options Held
0-
Cambridge Investment Research Advisors, Inc.130KShares$3.14 Million0.01% of portfolio
-
First Heartland Consultants, Inc.84KShares$2.03 Million0.22% of portfolio
-
Cetera Investment Advisers Schaumburg, IL28.8KShares$693,9800.0% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL26.9KShares$647,9110.06% of portfolio
-
Sunbelt Securities, Inc. Houston, TX25KShares$602,1550.08% of portfolio