One Ascent Wealth Management LLC Timothy Plan High Divid Stk Et Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
A detailed history of One Ascent Wealth Management LLC transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 40,754 shares of TPHD stock, worth $1.49 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
40,754Holding current value
$1.49 Million% of portfolio
0.58%Shares
8 transactions
Others Institutions Holding TPHD
# of Institutions
77Shares Held
2.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC417KShares$15.2 Million0.01% of portfolio
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Creative One Wealth, LLC Overland Park, KS268KShares$9.8 Million0.37% of portfolio
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Creative Financial Designs Inc213KShares$7.79 Million0.69% of portfolio
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Frontier Asset Management, LLC Sheridan, WY134KShares$4.9 Million1.84% of portfolio
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Atria Investments LLC Charlotte, NC129KShares$4.73 Million0.06% of portfolio