Purchases and Sales Made in Q2 2025 in Timothy Plan U S Sm Cap Core E (TPSC)
This table provides information about the institutional ownership of Timothy Plan U S Sm Cap Core E (TPSC) during Q2 2025. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN U S SM CAP CORE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
6.97KNew |
$229K - $270K
|
6.97K
$276K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.83K+ 2.56% |
$126K - $148K
|
153K
$6.08M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
188+ 1.14% |
$6.16K - $7.28K
|
16.7K
$660K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-109- 1.0% |
$3.57K - $4.22K
|
10.7K
$426K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-441- 27.81% |
$14.5K - $17.1K
|
1.15K
$45.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.1K- 65.34% |
$332K - $392K
|
5.37K
$213K
|