Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / HIG DV STK ETF
-
Total 13F shares
-
3,990,280
-
Share change
-
+229,536
-
Total reported value
-
$132,129,612
-
Price per share
-
$33.12
-
Number of holders
-
67
-
Value change
-
+$7,660,870
-
Number of buys
-
36
-
Number of sells
-
21
Institutional Holders of TIMOTHY PLAN - HIG DV STK ETF (TPHD) as of Q4 2023
As of 31 Dec 2023,
TIMOTHY PLAN - HIG DV STK ETF (TPHD) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,990,280 shares.
The largest 10 holders included
Atria Investments, Inc, OneAscent Financial Services LLC, LPL Financial LLC, CreativeOne Wealth, LLC, OneAscent Wealth Management LLC, Frontier Asset Management, LLC, AMERIPRISE FINANCIAL INC, CREATIVE FINANCIAL DESIGNS INC /ADV, O'Connor Financial Group LLC, and CWM, LLC.
This page lists
67
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.