Ae Wealth Management LLC Timothy Plan U S Sm Cap Core E Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Timothy Plan U S Sm Cap Core E stock. As of the latest transaction made, Ae Wealth Management LLC holds 613 shares of TPSC stock, worth $22,754. This represents 0.0% of its overall portfolio holdings.

Number of Shares

613

Holding current value

$22,754

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$38.17 - $42.95 $23,398 - $26,328	613 New	613 $23,000

Others Institutions Holding TPSC

# of Institutions

Shares Held

2.44M

Call Options Held

Put Options Held

Christian Investment Advisors, Inc. New Braunfels, TX

326K
Shares

$12.1 Million
9.21% of portfolio
Creative Financial Designs Inc

210K
Shares

$7.78 Million
0.68% of portfolio
Bare Financial Services, Inc Gap, PA

206K
Shares

$7.63 Million
3.23% of portfolio
Lpl Financial LLC Fort Mill, SC

193K
Shares

$7.17 Million
0.0% of portfolio
Ambassador Advisors, LLC Lancaster, PA

186K
Shares

$6.9 Million
1.32% of portfolio

View Full List

About TIMOTHY PLAN U S SM CAP CORE E

Ticker TPSC
Sector ETFs
Industry ETFs

More about TPSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Timothy Plan U S Sm Cap Core E Transaction History