True Wealth Advisors, LLC Timothy Plan U S Large/Mid Cap Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
A detailed history of True Wealth Advisors, LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, True Wealth Advisors, LLC holds 12,979 shares of TPLC stock, worth $564,846. This represents 0.21% of its overall portfolio holdings.
Number of Shares
12,979
Previous 25,216
48.53%
Holding current value
$564,846
Previous $1.02 Million
44.28%
% of portfolio
0.21%
Previous 0.41%
Shares
8 transactions
Others Institutions Holding TPLC
# of Institutions
91Shares Held
3.24MCall Options Held
0Put Options Held
0-
Creative One Wealth, LLC Overland Park, KS404KShares$17.6 Million0.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC244KShares$10.6 Million0.0% of portfolio
-
Hill Island Financial LLC Grand Rapids, MI240KShares$10.5 Million3.2% of portfolio
-
Bare Financial Services, Inc Gap, PA202KShares$8.78 Million3.65% of portfolio
-
O'Connor Financial Group LLC Quincy, IL198KShares$8.6 Million4.57% of portfolio