Arete Wealth Advisors, LLC Timothy Plan High Divid Stk Et Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 6,407 shares of TPHD stock, worth $226,807. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,407
Previous 6,155 4.09%
Holding current value
$226,807
Previous $231,000 0.87%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 12, 2025
BUY
$35.89 - $39.51 $9,044 - $9,956
252 Added 4.09%
6,407 $233,000
Q3 2024

Nov 14, 2024
SELL
$34.67 - $37.7 $218,559 - $237,660
-6,304 Reduced 50.6%
6,155 $231,000
Q2 2024

Aug 13, 2024
SELL
$34.31 - $36.21 $142,798 - $150,706
-4,162 Reduced 25.04%
12,459 $434,000
Q1 2024

May 15, 2024
BUY
$32.28 - $36.17 $29,633 - $33,204
918 Added 5.85%
16,621 $601,000
Q4 2023

Feb 14, 2024
BUY
$29.45 - $33.3 $462,453 - $522,909
15,703 New
15,703 $520,000
Q2 2023

Aug 09, 2023
BUY
$29.6 - $31.5 $496,125 - $527,971
16,761 New
16,761 $528,000

Others Institutions Holding TPHD

# of Institutions
91
Shares Held
3.29M
Call Options Held
0
Put Options Held
0
View Full List

About TIMOTHY PLAN HIGH DIVID STK ET

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