A detailed history of Optivise Advisory Services LLC transactions in Timothy Plan High Divid Stk En stock. As of the latest transaction made, Optivise Advisory Services LLC holds 18,379 shares of TPHE stock, worth $457,453. This represents 0.25% of its overall portfolio holdings.

Number of Shares
18,379
Holding current value
$457,453
% of portfolio
0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$23.59 - $25.68 $433,560 - $471,972
18,379 New
18,379 $472 Million
Q2 2024

Nov 14, 2024

SELL
$23.43 - $24.63 $6,326 - $6,650
-270 Reduced 1.47%
18,109 $432 Million

Others Institutions Holding TPHE

About TIMOTHY PLAN HIGH DIVID STK EN


  • Ticker TPHE
  • Sector ETFs
  • Industry ETFs
More about TPHE
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.