Worth Pointe, LLC Timothy Plan High Divid Stk Et Transaction History

Worth Pointe, LLC

$217 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$29.45 - $33.3 $274,886 - $310,822	9,334 Added 136.82%	16,156 $535,000
Q3 2023 Nov 14, 2023	BUY	$30.61 - $32.78 $208,821 - $223,625	6,822 New	6,822 $208,000

Others Institutions Holding TPHD

# of Institutions

74

Shares Held

2.97M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

398K
Shares

$15.1 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

265K
Shares

$10 Million
0.47% of portfolio
Ameriprise Financial Inc Minneapolis, MN

244K
Shares

$9.24 Million
0.0% of portfolio
Creative Financial Designs Inc

238K
Shares

$9.01 Million
0.75% of portfolio
Frontier Asset Management, LLC Sheridan, WY

160K
Shares

$6.09 Million
2.22% of portfolio

About TIMOTHY PLAN HIGH DIVID STK ET

Ticker TPHD
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