True Wealth Advisors, LLC Timothy Plan High Divid Stk Et Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, True Wealth Advisors, LLC holds 15,995 shares of TPHD stock, worth $607,170. This represents 0.22% of its overall portfolio holdings.

Number of Shares

15,995

Previous 13,822 15.72%

Holding current value

$607,170

Previous $521,000 11.52%

% of portfolio

0.22%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$35.89 - $39.51 $77,988 - $85,855	2,173 Added 15.72%	15,995 $581,000
Q3 2024 Oct 29, 2024	BUY	$34.67 - $37.7 $71,905 - $78,189	2,074 Added 17.65%	13,822 $521,000
Q2 2024 Jul 24, 2024	BUY	$34.31 - $36.21 $58,944 - $62,208	1,718 Added 17.13%	11,748 $411,000
Q1 2024 Apr 23, 2024	BUY	$32.28 - $36.17 $13,202 - $14,793	409 Added 4.25%	10,030 $362,000
Q4 2023 Feb 08, 2024	SELL	$29.45 - $33.3 $2,915 - $3,296	-99 Reduced 1.02%	9,621 $318,000
Q3 2023 Nov 07, 2023	SELL	$30.61 - $32.78 $55,832 - $59,790	-1,824 Reduced 15.8%	9,720 $297,000
Q2 2023 Jul 31, 2023	BUY	$29.6 - $31.5 $9,768 - $10,395	330 Added 2.94%	11,544 $363,000
Q1 2023 Apr 19, 2023	BUY	$29.59 - $32.68 $44,296 - $48,921	1,497 Added 15.41%	11,214 $350,000
Q4 2022 Jan 23, 2023	BUY	$28.08 - $32.49 $272,853 - $315,705	9,717 New	9,717 $0

Others Institutions Holding TPHD

# of Institutions

Shares Held

2.93M

Call Options Held

Put Options Held

View Full List

About TIMOTHY PLAN HIGH DIVID STK ET

Ticker TPHD
Sector ETFs
Industry ETFs

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True Wealth Advisors, LLC Timothy Plan High Divid Stk Et Transaction History