A detailed history of Optivise Advisory Services LLC transactions in Timothy Plan Us Large/Mid Core stock. As of the latest transaction made, Optivise Advisory Services LLC holds 14,090 shares of TPLE stock, worth $363,522. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,090
Holding current value
$363,522
% of portfolio
0.19%

Shares

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

Nov 12, 2024

BUY
$23.85 - $26.23 $336,046 - $369,580
14,090 New
14,090 $370 Million
Q2 2024

Nov 14, 2024

SELL
$23.52 - $24.93 $49,462 - $52,427
-2,103 Reduced 14.93%
11,987 $290 Million

Others Institutions Holding TPLE

About TIMOTHY PLAN US LARGE/MID CORE


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