Optivise Advisory Services LLC Timothy Plan High Divid Stk Et Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, Optivise Advisory Services LLC holds 8,107 shares of TPHD stock, worth $311,065. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,107
Previous 8,920 9.11%
Holding current value
$311,065
Previous $337 Million 5.42%
% of portfolio
0.19%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$38.0 - $39.42 $30,894 - $32,048
-813 Reduced 9.11%
8,107 $319 Million
Q2 2025

Aug 05, 2025
BUY
$32.99 - $38.01 $21,608 - $24,896
655 Added 7.92%
8,920 $337 Million
Q1 2025

Apr 18, 2025
BUY
$36.09 - $38.27 $30,929 - $32,797
857 Added 11.57%
8,265 $311 Million
Q4 2024

Feb 13, 2025
BUY
$35.89 - $39.51 $16,868 - $18,569
470 Added 6.77%
7,408 $269 Million
Q3 2024

Nov 12, 2024
BUY
$34.67 - $37.7 $240,540 - $261,562
6,938 New
6,938 $262 Million
Q2 2024

Nov 14, 2024
SELL
$34.31 - $36.21 $22,884 - $24,152
-667 Reduced 9.61%
6,271 $219 Million

Others Institutions Holding TPHD

# of Institutions
93
Shares Held
2.86M
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
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services 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 Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email