Sound Financial Strategies Group, LLC Timothy Plan U S Large/Mid Cap Transaction History
Sound Financial Strategies Group, LLC
- $114 Million
- Q3 2024
A detailed history of Sound Financial Strategies Group, LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 20,832 shares of TPLC stock, worth $926,190. This represents 0.81% of its overall portfolio holdings.
Number of Shares
20,832
Previous 21,513
3.17%
Holding current value
$926,190
Previous $872,000
5.05%
% of portfolio
0.81%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding TPLC
# of Institutions
89Shares Held
3.16MCall Options Held
0Put Options Held
0-
Creative One Wealth, LLC Overland Park, KS404KShares$18 Million0.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC244KShares$10.9 Million0.0% of portfolio
-
Hill Island Financial LLC Grand Rapids, MI240KShares$10.7 Million3.2% of portfolio
-
Bare Financial Services, Inc Gap, PA202KShares$8.97 Million3.65% of portfolio
-
O'Connor Financial Group LLC Quincy, IL200KShares$8.9 Million4.48% of portfolio