Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in The Timothy Plan - Timothy Plan High Dividend Stock ETF includono Gts Securities Llc, e Summit Wealth Group Llc / Co .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
