Optivise Advisory Services LLC Timothy Plan High Divid Stk Et Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
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 7,408 shares of TPHD stock, worth $277,059. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,408
Previous 6,938
6.77%
Holding current value
$277,059
Previous $262 Million
2.97%
% of portfolio
0.15%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding TPHD
# of Institutions
88Shares Held
3.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC432KShares$16.1 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS236KShares$8.81 Million0.29% of portfolio
-
Creative Financial Designs Inc215KShares$8.04 Million0.65% of portfolio
-
Cwm, LLC137KShares$5.13 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN134KShares$5.01 Million0.0% of portfolio