Optivise Advisory Services »

Timothy Plan hig dv stk etf shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Timothy Plan hig dv stk etf (TPHD) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Timothy Plan hig dv stk etf

Tip: Access up to 7 years of quarterly data

All positions including Timothy Plan hig dv stk etf held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Timothy Plan hig dv stk etf by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $262k 6.9k 37.70
2024-06-30 $219k 6.3k 34.99

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares Tr Core Sp500 Etf (IVV)
Ishares Tr Faln Angls Usd (FALN)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Sp500 Low Vol (SPLV)
Vanguard World Mega Cap Index (MGC)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1 3 (BOXX)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Sp 500 Grwt Etf (IVW)

View all positions for Optivise Advisory Services

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