Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans The Timothy Plan - Timothy Plan High Dividend Stock ETF comprennent Gts Securities Llc, et Summit Wealth Group Llc / Co .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
