Optivise Advisory Services LLC Timothy Plan Us Large/Mid Core Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Timothy Plan Us Large/Mid Core stock. As of the latest transaction made, Optivise Advisory Services LLC holds 8,522 shares of TPLE stock, worth $222,168. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,522
Previous 14,090 39.52%
Holding current value
$222,168
Previous $370 Million 41.04%
% of portfolio
0.12%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$25.49 - $27.64 $141,928 - $153,899
-5,568 Reduced 39.52%
8,522 $218 Million
Q3 2024

Nov 12, 2024
BUY
$23.85 - $26.23 $336,046 - $369,580
14,090 New
14,090 $370 Million
Q2 2024

Nov 14, 2024
SELL
$23.52 - $24.93 $49,462 - $52,427
-2,103 Reduced 14.93%
11,987 $290 Million

Others Institutions Holding TPLE

# of Institutions
16
Shares Held
295K
Call Options Held
0
Put Options Held
0
View Full List

About TIMOTHY PLAN US LARGE/MID CORE

TPLE Quotes by TradingView
  • Ticker TPLE
  • Sector ETFs
  • Industry ETFs
More about TPLE
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