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Timothy Plan hig dv stk etf shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Timothy Plan hig dv stk etf (TPHD) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Timothy Plan hig dv stk etf

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All positions including Timothy Plan hig dv stk etf held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Timothy Plan hig dv stk etf by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $453k 12k 37.70
2024-06-30 $713k 20k 34.99
2024-03-31 $1.3M 36k 36.17
2023-12-31 $1.1M 34k 33.12

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Timothy Plan hig dv stk etf

LPL Financial
Change Path
Creative Financial Designs
Frontier Asset Management
Atria Investments
CWM
Strategic Equity Management
O'Connor Financial Group
EverSource Wealth Advisors
Cambridge Investment Research Advisors
Bare Financial Services
Kestra Advisory Services
Envestnet Asset Management
LVZ Advisors
Inspire Advisors

View all funds holding Timothy Plan hig dv stk etf