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

Worth Pointe, LLC

$235 Million
Q3 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

77

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

417K
Shares

$15.2 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

268K
Shares

$9.8 Million
0.37% of portfolio
Creative Financial Designs Inc

213K
Shares

$7.79 Million
0.69% of portfolio
Frontier Asset Management, LLC Sheridan, WY

134K
Shares

$4.9 Million
1.84% of portfolio
Atria Investments LLC Charlotte, NC

129K
Shares

$4.73 Million
0.06% of portfolio

About TIMOTHY PLAN HIGH DIVID STK ET

Ticker TPHD
Sector ETFs
Industry ETFs

More about TPHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Worth Pointe, LLC with notifications on news.