True Wealth Advisors, LLC Timothy Plan U S Large/Mid Cap Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 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 14,870 shares of TPLC stock, worth $660,079. This represents 0.24% of its overall portfolio holdings.

Number of Shares

14,870

Previous 12,979 14.57%

Holding current value

$660,079

Previous $570,000 11.58%

% of portfolio

0.24%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$42.7 - $46.33 $80,745 - $87,610	1,891 Added 14.57%	14,870 $636,000
Q3 2024 Oct 29, 2024	SELL	$39.98 - $43.99 $489,235 - $538,305	-12,237 Reduced 48.53%	12,979 $570,000
Q2 2024 Jul 24, 2024	BUY	$39.41 - $41.76 $41,301 - $43,764	1,048 Added 4.34%	25,216 $1.02 Million
Q1 2024 Apr 23, 2024	BUY	$37.37 - $42.11 $24,813 - $27,961	664 Added 2.83%	24,168 $1.02 Million
Q4 2023 Feb 08, 2024	SELL	$32.69 - $38.36 $18,960 - $22,248	-580 Reduced 2.41%	23,504 $898,000
Q3 2023 Nov 07, 2023	BUY	$34.29 - $37.08 $82,844 - $89,585	2,416 Added 11.15%	24,084 $830,000
Q2 2023 Jul 31, 2023	BUY	$33.24 - $35.98 $351,080 - $380,020	10,562 Added 95.1%	21,668 $779,000
Q1 2023 Apr 19, 2023	BUY	$32.74 - $36.11 $35,162 - $38,782	1,074 Added 10.71%	11,106 $382,000
Q4 2022 Jan 23, 2023	BUY	$30.22 - $35.18 $303,167 - $352,925	10,032 New	10,032 $0

Others Institutions Holding TPLC

# of Institutions

Shares Held

3.95M

Call Options Held

Put Options Held

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About TIMOTHY PLAN U S LARGE/MID CAP

Ticker TPLC
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True Wealth Advisors, LLC Timothy Plan U S Large/Mid Cap Transaction History