Who owns Timothy Plan hig dv stk etf?
- Ticker: TPHD
- CUSIP Number: 887432326
Tip: Access positions for across all investors
Analyze quarterly positions in Timothy Plan hig dv stk etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Timothy Plan hig dv stk etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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LPL Financial | 417k | $16M | 5% | Sep 2024 |
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Change Path | 268k | $10M | 1% | Sep 2024 |
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Creative Financial Designs | 213k | $8.0M | -10% | Sep 2024 |
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Frontier Asset Management | 134k | $5.1M | -16% | Sep 2024 |
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Atria Investments | 129k | $4.9M | 14% | Sep 2024 |
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CWM | 129k | $4.9M | 28% | Sep 2024 |
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Strategic Equity Management | 114k | $4.3M | 7% | Sep 2024 |
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O'Connor Financial Group | 109k | $4.1M | 1% | Sep 2024 |
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EverSource Wealth Advisors | 102k | $3.9M | -9% | Sep 2024 |
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Cambridge Investment Research Advisors | 88k | $3.3M | 5% | Sep 2024 |
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Bare Financial Services | 73k | $2.7M | 14% | Sep 2024 |
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Kestra Advisory Services | 71k | $2.7M | -7% | Sep 2024 |
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Envestnet Asset Management | 68k | $2.6M | -12% | Sep 2024 |
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LVZ Advisors | 62k | $2.3M | -2% | Sep 2024 |
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Inspire Advisors | 57k | $2.1M | 331% | Sep 2024 |
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Financial Advocates Investment Management | 52k | $1.9M | 0% | Sep 2024 |
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Cetera Investment Advisers | 50k | $1.7M | -13% | Jun 2024 |
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Moneywise | 48k | $1.8M | 15% | Sep 2024 |
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Raymond James Financial Services Advisors | 47k | $1.8M | -5% | Sep 2024 |
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J.w. Cole Advisors | 46k | $1.7M | 2% | Sep 2024 |
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Intl Fcstone | 42k | $1.6M | 6% | Sep 2024 |
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OneAscent Wealth Management | 41k | $1.5M | 100% | Sep 2024 |
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First Heartland Consultants | 34k | $1.3M | 7% | Sep 2024 |
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Strategic Blueprint | 33k | $1.2M | 0% | Sep 2024 |
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Keel Point | 31k | $1.1M | 141% | Jun 2024 |
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Susquehanna International | 30k | $1.1M | -14% | Sep 2024 |
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Consolidated Portfolio Review Corp | 25k | $890k | 1% | Jun 2024 |
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Win Advisors | 25k | $958k | -11% | Sep 2024 |
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Commonwealth Equity Services | 25k | $943k | 9% | Sep 2024 |
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Geneos Wealth Management | 25k | $875k | 21% | Jun 2024 |
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Sound Financial Strategies Group | 24k | $915k | -1% | Sep 2024 |
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TrueWealth Advisors | 14k | $521k | 18% | Sep 2024 |
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Envestnet Portfolio Solutions | 12k | $453k | -41% | Sep 2024 |
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Sigma Planning | 12k | $447k | -11% | Sep 2024 |
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Golden State Equity Partners | 10k | $379k | 7% | Sep 2024 |
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Dynamic Advisors Solutions | 9.9k | $374k | 30% | Sep 2024 |
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Advisor Group Holdings | 9.8k | $370k | -38% | Sep 2024 |
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HHM Wealth Advisors | 9.1k | $344k | -6% | Sep 2024 |
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BCGM Wealth Management | 8.8k | $332k | 0% | Sep 2024 |
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Orion Portfolio Solutions | 7.9k | $296k | 100% | Sep 2024 |
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Symphony Financial | 7.3k | $275k | 1% | Sep 2024 |
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Optivise Advisory Services | 6.9k | $262k | 11% | Sep 2024 |
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H D Vest Advisory Services | 6.2k | $216k | 10% | Jun 2024 |
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Arete Wealth Advisors | 6.2k | $231k | -63% | Sep 2024 |
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BluePath Capital Management | 6.0k | $225k | 0% | Sep 2024 |
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LaSalle St. Investment Advisors | 5.8k | $219k | -2% | Sep 2024 |
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Ambassador Advisors | 5.4k | $204k | -17% | Sep 2024 |
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Royal Bank of Canada | 4.5k | $170k | 0% | Sep 2024 |
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Principal Securities | 4.4k | $165k | -30% | Sep 2024 |
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Nemes Rush Group | 3.7k | $130k | 0% | Jun 2024 |
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Oliver Lagore Vanvalin Investment Group | 3.2k | $122k | -35% | Sep 2024 |
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Aptus Capital Advisors | 2.9k | $110k | 0% | Sep 2024 |
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Goss Wealth Management | 2.0k | $70k | 0% | Jun 2024 |
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Jones Financial Companies, L.L | 1.9k | $73k | 100% | Sep 2024 |
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Harbour Investments | 1.7k | $64k | 34% | Sep 2024 |
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Bank of New Hampshire | 1.5k | $57k | 0% | Sep 2024 |
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Coppell Advisory Solutions | 1.0k | $39k | 0% | Sep 2024 |
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FTB Advisors | 855.00 | $32k | 0% | Sep 2024 |
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Silver Oak Securities | 691.00 | $26k | 5% | Sep 2024 |
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Ronald Blue Trust | 666.00 | $23k | 0% | Sep 2024 |
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IFP Advisors | 577.00 | $20k | 1182% | Jun 2024 |
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Smartleaf Asset Management | 485.00 | $18k | 100% | Sep 2024 |
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Brian McDonald | 458.00 | $17k | -4% | Sep 2024 |
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Asset Dedication | 443.00 | $17k | -28% | Sep 2024 |
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Nbc Securities | 325.00 | $12k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 267.00 | $10k | 100% | Sep 2024 |
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Creekmur Asset Management | 225.00 | $8.5k | -45% | Sep 2024 |
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Summit Investment Advisors | 105.00 | $4.0k | 0% | Sep 2024 |
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Transcendent Capital Group | 76.00 | $2.9k | 100% | Sep 2024 |
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Proequities | 0 | $0 | -100% | Sep 2024 |
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Who sold out of Timothy Plan hig dv stk etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
PFG Investments | Mar 2024 | 25k | $906k |
Citadel Advisors | Jun 2024 | 17k | $586k |
Sigma Investment Counselors | Mar 2024 | 16k | $563k |
Brookstone Capital Management | Jun 2024 | 6.1k | $221k |
ICA Group Wealth Management | Mar 2024 | 4.3k | $157k |
Darren Munn | Jun 2024 | 818.00 | $29k |
Pnc Financial Services | Jun 2024 | 485.00 | $17k |