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
Download as csv Download as ExcelTop investors of Timothy Plan hig dv stk etf stock
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 |
---|---|---|---|---|---|
Atria Investments | 640k | $21M | 7% | Dec 2023 |
|
LPL Financial | 353k | $13M | 15% | Mar 2024 |
|
Change Path | 288k | $9.5M | 2% | Dec 2023 |
|
Ameriprise Financial | 277k | $10M | 33% | Mar 2024 |
|
OneAscent Financial Services | 238k | $8.6M | -34% | Mar 2024 |
|
Creative Financial Designs | 228k | $8.2M | 5% | Mar 2024 |
|
OneAscent Wealth Management | 150k | $5.4M | -39% | Mar 2024 |
|
Strategic Equity Management | 122k | $4.4M | 45% | Mar 2024 |
|
O'Connor Financial Group | 114k | $4.1M | 1% | Mar 2024 |
|
CWM | 94k | $3.4M | 0% | Mar 2024 |
|
Cambridge Investment Research Advisors | 86k | $3.1M | -7% | Mar 2024 |
|
J.w. Cole Advisors | 85k | $3.1M | 1% | Mar 2024 |
|
EverSource Wealth Advisors | 78k | $2.6M | 0% | Mar 2024 |
|
Strategic Blueprint | 67k | $2.4M | 0% | Mar 2024 |
|
Kestra Advisory Services | 67k | $2.2M | 4% | Dec 2023 |
|
LVZ Advisors | 66k | $2.4M | 3% | Mar 2024 |
|
Moneywise | 53k | $1.9M | 152% | Mar 2024 |
|
Financial Advocates Investment Management | 52k | $1.9M | 2% | Mar 2024 |
|
Raymond James Financial Services Advisors | 49k | $1.8M | 5% | Mar 2024 |
|
Envestnet Asset Management | 49k | $1.8M | -1% | Mar 2024 |
|
Intl Fcstone | 40k | $1.5M | 2% | Mar 2024 |
|
Envestnet Portfolio Solutions | 36k | $1.3M | 5% | Mar 2024 |
|
Bare Financial Services | 32k | $1.1M | 608% | Mar 2024 |
|
Win Advisors | 31k | $1.1M | 2% | Mar 2024 |
|
PFG Investments | 25k | $906k | 100% | Mar 2024 |
|
Consolidated Portfolio Review Corp | 25k | $906k | 8% | Mar 2024 |
|
Commonwealth Equity Services | 24k | $858k | -3% | Mar 2024 |
|
Susquehanna International | 21k | $750k | 100% | Mar 2024 |
|
Geneos Wealth Management | 21k | $748k | 14% | Mar 2024 |
|
First Heartland Consultants | 20k | $721k | 100% | Mar 2024 |
|
UBS Group | 19k | $669k | 255% | Mar 2024 |
|
Arete Wealth Advisors | 17k | $601k | 6% | Mar 2024 |
|
WorthPointe | 16k | $535k | 137% | Dec 2023 |
|
Advisor Group Holdings | 16k | $572k | -71% | Mar 2024 |
|
Sigma Investment Counselors | 16k | $563k | 0% | Mar 2024 |
|
Citadel Advisors | 14k | $491k | 35% | Mar 2024 |
|
Sigma Planning | 13k | $480k | 100% | Mar 2024 |
|
Keel Point | 13k | $461k | 100% | Mar 2024 |
|
Inspire Advisors | 13k | $461k | 17% | Mar 2024 |
|
TrueWealth Advisors | 10k | $363k | 4% | Mar 2024 |
|
HHM Wealth Advisors | 9.6k | $348k | 0% | Mar 2024 |
|
BCGM Wealth Management | 8.8k | $318k | 0% | Mar 2024 |
|
AIFG Consultants | 8.6k | $311k | -4% | Mar 2024 |
|
Royal Bank of Canada | 8.2k | $297k | -13% | Mar 2024 |
|
Raymond James & Associates | 6.7k | $243k | 0% | Mar 2024 |
|
Ambassador Advisors | 6.7k | $242k | 3% | Mar 2024 |
|
BluePath Capital Management | 6.0k | $216k | 100% | Mar 2024 |
|
Brookstone Capital Management | 5.9k | $212k | 100% | Mar 2024 |
|
Whitaker-Myers Wealth Managers | 5.7k | $206k | -21% | Mar 2024 |
|
H D Vest Advisory Services | 5.6k | $202k | 100% | Mar 2024 |
|
Oliver Lagore Vanvalin Investment Group | 5.1k | $183k | 24% | Mar 2024 |
|
ICA Group Wealth Management | 4.3k | $157k | 100% | Mar 2024 |
|
Nemes Rush Group | 3.7k | $135k | 0% | Mar 2024 |
|
Goss Wealth Management | 2.0k | $72k | 0% | Mar 2024 |
|
Bank of New Hampshire | 1.3k | $44k | 15% | Dec 2023 |
|
Harbour Investments | 1.3k | $42k | 3% | Dec 2023 |
|
Coppell Advisory Solutions | 1.0k | $34k | 0% | Dec 2023 |
|
Principal Securities | 885.00 | $32k | 18% | Mar 2024 |
|
Proequities | 847.00 | $31M | 0% | Mar 2024 |
|
FTB Advisors | 846.00 | $31k | 1% | Mar 2024 |
|
Ronald Blue Trust | 665.00 | $24k | 908% | Mar 2024 |
|
Silver Oak Securities | 641.00 | $23k | 0% | Mar 2024 |
|
Asset Dedication | 618.00 | $23k | 0% | Mar 2024 |
|
Pnc Financial Services | 485.00 | $18k | 0% | Mar 2024 |
|
Brian McDonald | 422.00 | $15k | -4% | Mar 2024 |
|
Nbc Securities | 325.00 | $11k | 0% | Mar 2024 |
|
Summit Investment Advisors | 155.00 | $5.6k | 0% | Mar 2024 |
|
Smartleaf Asset Management | 56.00 | $1.9k | 100% | Mar 2024 |
|
FMR | 50.00 | $1.8k | -2% | Mar 2024 |
|
Morgan Stanley | 1.00 | $62.000000 | 100% | Mar 2024 |
|
Who sold out of Timothy Plan hig dv stk etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
AE Wealth Management | Dec 2023 | 17k | $573k |
Slagle Financial | Dec 2023 | 15k | $247k |
Symphony Financial | Dec 2023 | 6.8k | $223k |
Sunbelt Securities | Dec 2023 | 4.1k | $136k |