One Ascent Wealth Management LLC Timothy Plan U S Large/Mid Cap Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
A detailed history of One Ascent Wealth Management LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 6,645 shares of TPLC stock, worth $296,699. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,645Holding current value
$296,699% of portfolio
0.11%Shares
2 transactions
Others Institutions Holding TPLC
# of Institutions
91Shares Held
3.17MCall Options Held
0Put Options Held
0-
Creative One Wealth, LLC Overland Park, KS404KShares$18 Million0.64% of portfolio
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Lpl Financial LLC Fort Mill, SC244KShares$10.9 Million0.0% of portfolio
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Hill Island Financial LLC Grand Rapids, MI240KShares$10.7 Million3.2% of portfolio
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Bare Financial Services, Inc Gap, PA202KShares$9.01 Million3.65% of portfolio
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O'Connor Financial Group LLC Quincy, IL200KShares$8.94 Million4.48% of portfolio