Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / U S SM CP CORE
-
Total 13F shares
-
1,053,973
-
Share change
-
-176,499
-
Total reported value
-
$36,967,881
-
Price per share
-
$35.38
-
Number of holders
-
47
-
Value change
-
-$5,212,655
-
Number of buys
-
26
-
Number of sells
-
18
Institutional Holders of TIMOTHY PLAN - U S SM CP CORE (TPSC) as of Q4 2023
As of 31 Dec 2023 TIMOTHY PLAN - U S SM CP CORE (TPSC) had 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,053,973 shares of stock of the company.
Largest 10 holders included Ambassador Advisors, LLC, O'Connor Financial Group LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, LPL Financial LLC, Kestra Advisory Services, LLC, Frontier Asset Management, LLC, EverSource Wealth Advisors, LLC, CITADEL ADVISORS LLC, OneAscent Financial Services LLC, and Strategic Blueprint, LLC.
This table shows 47 institutional shareholders of the security as of 31 Dec 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.