Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam The Timothy Plan - Timothy Plan High Dividend Stock ETF termasuk Gts Securities Llc, dan Summit Wealth Group Llc / Co .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Inspire Advisors, LLC | 99,347 | 28.29 | 3,755 | 28.90 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11,254 | 45.42 | 434 | 48.80 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11,308 | 427 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 101,419 | 8.51 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 75,329 | 0.17 | 2,847 | 0.67 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 25,053 | 5.84 | 947 | 6.29 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7,275 | 21.07 | 275 | 21.24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18,334 | 177.58 | 693 | 179.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 59,904 | 0.81 | 2,264 | 1.30 | ||||
| 2025-08-14 | 13F | Comerica Bank | 502 | 14.09 | 19 | 12.50 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 25,898 | 0.79 | 979 | 1.24 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 163,171 | 4.99 | 6 | 20.00 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 8,265 | 318 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21,750 | 160.64 | 822 | 162.62 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 83,620 | 4.84 | 3,161 | 5.33 | ||||
| 2025-08-27 | NP | TLVAX - Timothy Large/Mid-Cap Value Fund Class A | 858,500 | 370.41 | 32,451 | 372.70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 640 | 24 | ||||||
| 2025-08-27 | NP | TCGAX - Timothy Conservative Growth Fund Class A | 91,000 | 3,440 | ||||||
| 2025-08-27 | NP | TSGAX - Timothy Strategic Growth Fund Class A | 68,000 | 11.42 | 2,570 | 43.74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 555,613 | 3,368.25 | 21,002 | 3,354.28 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,542 | 0.46 | 172 | 1.18 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 166,396 | 2.67 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13,600 | 93.48 | 514 | 96.93 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,857 | 0.04 | 448 | 0.67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 105,899 | 23.25 | 4,003 | 23.82 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35,906 | 5.03 | 1,357 | 5.52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 21,867 | 16.18 | 827 | 16.67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 869 | 0.70 | 33 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 45,362 | 7.92 | 1,715 | 8.41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47,528 | 0.33 | 1,797 | 0.79 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,048 | 522.04 | 115 | 538.89 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10,660 | 21.36 | 403 | 21.82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 459,221 | 1.57 | 17,359 | 2.06 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 20,480 | 2.31 | 774 | 2.79 | ||||
| 2025-08-14 | 13F | Fmr Llc | 361 | 33.21 | 14 | 30.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41,989 | 29.66 | 1,587 | 30.30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 26,506 | 32.55 | 1,002 | 49.18 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 11,288 | 22.75 | 427 | 23.48 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 22,037 | 833 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 8,920 | 7.92 | 337 | 8.71 | ||||
| 2025-08-27 | NP | TGIAX - Timothy Plan Growth & Income Fund Class A | 255,000 | 827.27 | 9,639 | 959.23 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 51,410 | 1.15 | 1,943 | 1.62 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 660 | 25 |
