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 $666,473. This represents 0.24% of its overall portfolio holdings.

Number of Shares

14,870

Previous 12,979 14.57%

Holding current value

$666,473

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

3.88M

Call Options Held

Put Options Held

View Full List

About TIMOTHY PLAN U S LARGE/MID CAP

Ticker TPLC
Sector ETFs
Industry ETFs

More about TPLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

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