Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Timothy Plan International Etf (TPIF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 39    0
Total shares held : 
 1,666,721  
% of shares held : 
 1.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 109,893  
% of shares held change : 
   0.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 30,155
 1.81%
 
Increased Positions :
24
 194,165
 11.65%
 
Unchanged Positions :
4
 7,049
 0.42%
 
Decreased Positions :
7
-80,424
-4.83%
 
Closed Positions :
4
-34,003
-2.04%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   OConnor Financial Group LLC 4 - 2024-03-31 367,643 $10,016,000 4,891
   Change Path LLC 57 - 2024-03-31 332,085 $9,047,000 5,383
   Ambassador Advisors LLC 19 - 2024-03-31 190,381 $5,187,000 -191
   CWM LLC 451 - 2024-03-31 150,055 $4,088,000 6,630
   LVZ Advisors Inc. 21 - 2024-03-31 103,854 $2,830,000 2,298
   CITADEL ADVISORS LLC 2239 - 2024-03-31 89,527 $2,439,000 18,815
   LPL FINANCIAL CORP 2863 - 2024-03-31 50,354 $1,372,000 12,508
   Sound Stewardship LLC 25 - 2024-03-31 48,411 $1,319,000 5,228
   UBS Group AG 3665 - 2024-03-31 30,379 $828,000 29,384
   FLOW TRADERS U.S. LLC 343 *New 2024-03-31 30,269 $825,000 30,269
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1860 - 2024-03-31 29,930 $815,000 15,393
   Cetera Investment Advisers 2374 *New 2024-03-31 24,357 $664,000 24,357
   EverSource Wealth Advisors LLC 228 - 2024-03-31 22,002 $582,000 0
   Strategic Blueprint LLC 367 - 2024-03-31 19,492 $531,000 -6,126
   OLD MISSION CAPITAL LLC 565 - 2024-03-31 17,969 $490,000 -12,737
   J.W. COLE ADVISORS INC. 567 - 2024-03-31 16,125 $439,000 794
   COMMONWEALTH EQUITY SERVICES LLC. 2905 - 2024-03-31 16,056 $437,000 -929
   EFFICIENT ADVISORS, LLC 59 *New 2024-03-31 15,301 $417,000 15,301
   MULTIFINANCIAL SECURITIES CORP 1755 - 2024-03-31 14,371 $392,000 0
   Frontier Asset Management LLC 50 - 2024-03-31 13,561 $369,000 -10,519
   H D Vest Advisory Services 1202 - 2024-03-31 13,055 $356,000 -5,653
   Arete Wealth Advisors LLC 330 - 2024-03-31 12,405 $338,000 0
   Strategic Financial Concepts LLC 228 - 2024-03-31 11,082 $302,000 217
   OneAscent Wealth Management LLC 140 *New 2024-03-31 9,934 $271,000 9,934
   CREATIVE FINANCIAL DESIGNS INC /ADV 384 - 2024-03-31 8,569 $233,000 -314
   ENVESTNET ASSET MANAGEMENT INC 3853 - 2024-03-31 8,238 $224,000 8,238
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4510 - 2024-03-31 7,377 $201,000 -10,838
   Advisor Group Holdings Inc. 3743 - 2024-03-31 6,621 $180,000 -669
   HHM Wealth Advisors LLC 181 - 2024-03-31 5,020 $137,000 0
   ICA Group Wealth Management LLC 552 - 2024-03-31 1,902 $52,000 1,535
   Ronald Blue Trust Inc. 935 *New 2024-03-31 1,764 $48,000 1,764
   PROEQUITIES INC. 1196 - 2024-03-31 1,759 $48,000 0
   Geneos Wealth Management Inc. 1251 - 2024-03-31 1,058 $29,000 337
   Coppell Advisory Solutions LLC 973 - 2023-12-31 312 $8,000 2
   JFS WEALTH ADVISORS, LLC 1011 *New 2024-03-31 231 $6,000 231
   ROYAL BANK OF CANADA 5811 *New 2024-03-31 151 $4,000 151
   SUMMIT INVESTMENT ADVISORS INC 2975 - 2024-03-31 162 $4,000 0
   Smartleaf Asset Management LLC 1267 - 2024-03-31 85 $2,000 -23
   MORGAN STANLEY 6819 - 2024-03-31 59 $2,000 58
   FMR LLC 4572 *New 2024-03-31 25 $1,000 25
   Advisor OS LLC 383 *Closed 2024-03-31 0 $0 -8,441
   J P MORGAN CHASE & CO 5759 *Closed 2024-03-31 0 $0 -14,939
   ADVISORY SERVICES NETWORK, LLC 3147 *Closed 2024-03-31 0 $0 -190
   FINANCIAL NETWORK 2862 *Closed 2024-03-31 0 $0 -17,354
   POLEN CAPITAL MANAGEMENT INC 108 *Closed 2024-03-31 0 $0 -15,875
   Sunbelt Securities Inc. 1767 *Closed 2024-03-31 0 $0 -1,535
   GTS SECURITIES LLC 1631 *Closed 2024-03-31 0 $0 -21,523
   JANE STREET GROUP LLC 6180 *Closed 2024-03-31 0 $0 -36,151
   WorthPointe LLC 82 *Closed 2024-03-31 0 $0 -24,891
  49 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us