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 $2.84 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
63,099
Previous 66,952
5.75%
Holding current value
$2.84 Million
Previous $2.84 Million
0.28%
% of portfolio
2.54%
Previous 2.69%
Shares
5 transactions
Others Institutions Holding TPLC
# of Institutions
90Shares Held
3.12MCall Options Held
0Put Options Held
0-
Christian Investment Advisors, Inc. New Braunfels, TX618KShares$27.8 Million19.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC270KShares$12.1 Million0.0% of portfolio
-
Bare Financial Services, Inc Gap, PA254KShares$11.4 Million4.14% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA192KShares$8.64 Million1.52% of portfolio
-
Geneos Wealth Management Inc.177KShares$7.98 Million0.26% of portfolio