Institutional shares held 2.29 Million
0 calls
0 puts
Total value of holdings $67.1M
$0 calls
$0 puts
# of Institutions 55


Latest Institutional Activity in TPIF

Top Purchases

Q1 2025
Strategic Equity Management Shares Held: 30.1K ($883K)
Q1 2025
Moneywise, Inc. Shares Held: 25.2K ($740K)
Q1 2025
Xy Planning Network, Inc. Shares Held: 114K ($3.33M)
Q1 2025
Creative Financial Designs Inc Shares Held: 17.3K ($509K)
Q1 2025
Christian Investment Advisors, Inc. Shares Held: 400K ($11.8M)

Top Sells

Q1 2025
O'Connor Financial Group LLC Shares Held: 366K ($10.7M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 47.3K ($1.39M)
Q1 2025
Sound Stewardship, LLC Shares Held: 53.5K ($1.57M)
Q1 2025
Firethorn Wealth Partners, LLC Shares Held: 11.5K ($338K)
Q4 2024
Creative One Wealth, LLC Shares Held: 296K ($8.68M)

About TPIF

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