Arete Wealth Advisors, LLC Timothy Plan U S Sm Cap Core E Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Timothy Plan U S Sm Cap Core E stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 11,188 shares of TPSC stock, worth $448,750. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,188
Previous 8,312 34.6%
Holding current value
$448,750
Previous $323,000 35.6%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 12, 2025
BUY
$38.17 - $42.95 $109,776 - $123,524
2,876 Added 34.6%
11,188 $438,000
Q3 2024

Nov 14, 2024
BUY
$34.95 - $39.2 $48,930 - $54,880
1,400 Added 20.25%
8,312 $323,000
Q2 2024

Aug 13, 2024
BUY
$33.89 - $36.6 $234,247 - $252,979
6,912 New
6,912 $244,000

Others Institutions Holding TPSC

# of Institutions
70
Shares Held
2.39M
Call Options Held
0
Put Options Held
0
View Full List

About TIMOTHY PLAN U S SM CAP CORE E

TPSC Quotes by TradingView
  • Ticker TPSC
  • Sector ETFs
  • Industry ETFs
More about TPSC
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email