True Wealth Advisors, LLC Timothy Plan U S Large/Mid Cap Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
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 35,886 shares of TPLC stock, worth $1.61 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
35,886
Previous 35,454
1.22%
Holding current value
$1.61 Million
Previous $1.5 Million
7.69%
% of portfolio
0.58%
Previous 0.59%
Shares
11 transactions
Others Institutions Holding TPLC
# of Institutions
91Shares Held
3.13MCall 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$7.97 Million0.26% of portfolio