TPHD / The Timothy Plan - Timothy Plan High Dividend Stock ETF - Institutionellt ägande - Säljare

The Timothy Plan - Timothy Plan High Dividend Stock ETF
US ˙ ARCA

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-05-06 13F AE Wealth Management LLC 0 −100,00 0 −100,00
2025-04-29 13F Brookstone Capital Management 0 −100,00 0
2025-07-03 13F TrueWealth Advisors, LLC 6 429 −3,63 243 −2,80
2025-08-04 13F Assetmark, Inc 116 −40,82 4 −42,86
2025-08-12 13F Frontier Asset Management, LLC 103 234 −16,46 3 902 −16,05
2025-08-14 13F Ameriprise Financial Inc 125 907 −2,13 4 759 −1,49
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 6 846 −27,36 259 −27,12
2025-08-06 13F Sound Financial Strategies Group, LLC 29 862 −4,30 1 129 −3,84
2025-08-14 13F Goldman Sachs Group Inc 36 358 −12,52 1 374 −12,09
2025-05-16 13F Arete Wealth Advisors, LLC 0 −100,00 0
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-28 13F Kiker Wealth Management, LLC 2 000 −15,75 76 −15,73
2025-08-08 13F SageOak Financial, LLC 0 −100,00 0
2025-08-18 13F N.E.W. Advisory Services LLC 175 −97,26 7 −97,49
2025-05-15 13F Keel Point, LLC 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 9 424 −44,86 355 −43,00
2025-08-06 13F OneAscent Wealth Management LLC 33 977 −22,42 1 0,00
2025-08-11 13F Strategic Equity Management 24 359 −84,66 921 −84,59
2025-08-12 13F Change Path, LLC 10 768 −3,43 407 −2,86
2025-07-08 13F Holcombe Financial, Inc. 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 0 −100,00 0
2025-07-28 13F Harbour Investments, Inc. 1 873 −16,98 71 −16,67
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 1 658 −27,88 62 −25,30
2025-08-18 13F Geneos Wealth Management Inc. 28 113 −19,91 1 063 −19,55
2025-07-07 13F O'Connor Financial Group LLC 17 850 −84,15 689 −83,74
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 7 846 −1,93 297 −1,33
2025-08-12 13F J.w. Cole Advisors, Inc. 45 095 −2,51 1 705 −2,07
2025-07-11 13F SILVER OAK SECURITIES, Inc 0 −100,00 0
2025-08-13 13F StoneX Group Inc. 19 579 −57,81 740 −57,65
2025-09-04 13F/A Advisor Group Holdings, Inc. 28 733 −0,25 1 086 0,28
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-05-15 13F Vident Advisory, LLC 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 18 795 −31,73 1 −100,00
2025-07-30 13F Strategic Blueprint, LLC 20 984 −18,11 793 −17,74
2025-08-11 13F Principal Securities, Inc. 3 382 −26,03 128 −23,49
2025-08-15 13F Kestra Advisory Services, LLC 51 551 −21,78 1 949 −21,42
2025-08-14 13F LaSalle St. Investment Advisors, LLC 5 951 −4,45 0
2025-08-04 13F Creative Financial Designs Inc /adv 88 765 −59,94 3 355 −59,75
2025-08-08 13F Avantax Advisory Services, Inc. 6 971 −1,82 264 −1,50
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 10 991 −1,37 415 −0,95
2025-07-29 13F Master's Wealth Management Inc. 0 −100,00 0
2025-07-16 13F Moneywise, Inc. 19 995 −73,85 756 −73,75
2025-08-13 13F EverSource Wealth Advisors, LLC 76 688 −13,86 2 899 −13,47
2025-07-14 13F Golden State Equity Partners 5 864 −4,53 222 −4,33
2025-05-05 13F Midwest Capital Advisors, LLC 0 −100,00 0
2025-04-22 13F LVZ Advisors, Inc. 0 −100,00 0
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