Who owns TIMOTHY PLAN?
- Ticker: TPHE
- CUSIP Number: 887432276
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Analyze quarterly positions in Timothy Plan with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold TIMOTHY PLAN this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
First Heartland Consultants | 149k | $3.4M | -14% | Dec 2023 |
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Cambridge Investment Research Advisors | 94k | $2.3M | -5% | Mar 2024 |
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Creative Financial Designs | 84k | $1.9M | -4% | Dec 2023 |
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Sound Financial Strategies Group | 50k | $1.1M | -43% | Dec 2023 |
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EverSource Wealth Advisors | 26k | $590k | -48% | Dec 2023 |
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Financial Advocates Investment Management | 20k | $459k | 7% | Dec 2023 |
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Arete Wealth Advisors | 13k | $296k | 100% | Dec 2023 |
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UBS Group | 2.1k | $47k | 100% | Dec 2023 |
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Advisor Group Holdings | 1.9k | $43k | -65% | Dec 2023 |
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Wells Fargo & Company | 1.5k | $34k | -10% | Dec 2023 |
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ICA Group Wealth Management | 277.00 | $6.3k | 100% | Dec 2023 |
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Advisory Services Network | 225.00 | $5.1k | 100% | Dec 2023 |
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Ronald Blue Trust | 175.00 | $4.0k | 100% | Dec 2023 |
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