True Wealth Advisors, LLC Timothy Plan High Divid Stk Et Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 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 11,748 shares of TPHD stock, worth $445,719. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,748
Previous 10,030
17.13%
Holding current value
$445,719
Previous $362,000
13.54%
% of portfolio
0.17%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding TPHD
# of Institutions
74Shares Held
2.97MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC398KShares$15.1 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS265KShares$10 Million0.47% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN244KShares$9.24 Million0.0% of portfolio
-
Creative Financial Designs Inc238KShares$9.01 Million0.75% of portfolio
-
Frontier Asset Management, LLC Sheridan, WY160KShares$6.09 Million2.22% of portfolio