True Wealth Advisors, LLC Timothy Plan High Divid Stk Et Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, True Wealth Advisors, LLC holds 13,822 shares of TPHD stock, worth $505,608. This represents 0.19% of its overall portfolio holdings.

Number of Shares

13,822

Previous 11,748 17.65%

Holding current value

$505,608

Previous $411,000 26.76%

% of portfolio

0.19%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$34.67 - $37.7 $71,905 - $78,189	2,074 Added 17.65%	13,822 $521,000
Q2 2024 Jul 24, 2024	BUY	$34.31 - $36.21 $58,944 - $62,208	1,718 Added 17.13%	11,748 $411,000
Q1 2024 Apr 23, 2024	BUY	$32.28 - $36.17 $13,202 - $14,793	409 Added 4.25%	10,030 $362,000
Q4 2023 Feb 08, 2024	SELL	$29.45 - $33.3 $2,915 - $3,296	-99 Reduced 1.02%	9,621 $318,000
Q3 2023 Nov 07, 2023	SELL	$30.61 - $32.78 $55,832 - $59,790	-1,824 Reduced 15.8%	9,720 $297,000
Q2 2023 Jul 31, 2023	BUY	$29.6 - $31.5 $9,768 - $10,395	330 Added 2.94%	11,544 $363,000
Q1 2023 Apr 19, 2023	BUY	$29.59 - $32.68 $44,296 - $48,921	1,497 Added 15.41%	11,214 $350,000
Q4 2022 Jan 23, 2023	BUY	$28.08 - $32.49 $272,853 - $315,705	9,717 New	9,717 $0

Others Institutions Holding TPHD

# of Institutions

Shares Held

2.93M

Call Options Held

Put Options Held

View Full List

About TIMOTHY PLAN HIGH DIVID STK ET

Ticker TPHD
Sector ETFs
Industry ETFs

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True Wealth Advisors, LLC Timothy Plan High Divid Stk Et Transaction History