Optivise Advisory Services LLC Timothy Plan Us Large/Mid Core Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
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 10,286 shares of TPLE stock, worth $285,333. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,286
Previous 11,336
9.26%
Holding current value
$285,333
Previous $303 Million
6.58%
% of portfolio
0.17%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding TPLE
# of Institutions
19Shares Held
313KCall Options Held
0Put Options Held
0-
Cambridge Investment Research Advisors, Inc.114KShares$3.15 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC66.1KShares$1.83 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA30.1KShares$833,9750.0% of portfolio
-
Sunbelt Securities, Inc. Houston, TX18.2KShares$505,0620.04% of portfolio
-
Life Wealth Investments, LLC Winter Garden, FL18.1KShares$502,4260.14% of portfolio