Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / HIG DV STK ETF
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
3,401,938
-
Shares change
-
-299,294
-
Total reported value, excl. options
-
$122,863,043
-
Value change
-
-$10,481,450
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Number of buys
-
44
-
Number of sells
-
20
-
Price
-
$36.17
Institutional Holders of TIMOTHY PLAN - HIG DV STK ETF (TPHD) as of Q1 2024
As of 31 Mar 2024 TIMOTHY PLAN - HIG DV STK ETF (TPHD) had 78 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,401,938 shares of stock of the company.
Largest 10 holders included Atria Investments, Inc, LPL Financial LLC, AMERIPRISE FINANCIAL INC, OneAscent Financial Services LLC, Frontier Asset Management, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, OneAscent Wealth Management LLC, Strategic Equity Management, O'Connor Financial Group LLC, and EverSource Wealth Advisors, LLC.
This table shows 78 institutional shareholders of the security as of 31 Mar 2024.
| 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.