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Raymond James Financial Services Advisors’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Raymond James Financial Services Advisors’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.79M Sell
40,692
-1,068
-3% -$44.8K ﹤0.01% 1800
2024
Q2 		$1.69M Sell
41,760
-433
-1% -$17.6K ﹤0.01% 1770
2024
Q1 		$1.78M Buy
42,193
+985
+2% +$38.8K ﹤0.01% 1707
2023
Q4 		$1.57M Buy
41,208
+886
+2% +$31.3K ﹤0.01% 1703
2023
Q3 		$1.39M Buy
40,322
+1,813
+5% +$65.1K ﹤0.01% 1725
2023
Q2 		$1.39M Buy
38,509
+3,785
+11% +$130K ﹤0.01% 1740
2023
Q1 		$1.2M Sell
34,724
-3,123
-8% -$108K ﹤0.01% 1796
2022
Q4 		$1.27M Buy
37,847
+1,383
+4% +$45.7K ﹤0.01% 1693
2022
Q3 		$1.1M Buy
36,464
+5,532
+18% +$183K ﹤0.01% 1752
2022
Q2 		$967K Buy
30,932
+4,959
+19% +$168K ﹤0.01% 1860
2022
Q1 		$945K Buy
25,973
+7,361
+40% +$263K ﹤0.01% 1992
2021
Q4 		$721K Buy
18,612
+5,463
+42% +$202K ﹤0.01% 2159
2021
Q3 		$458K Buy
13,149
+5,752
+78% +$206K ﹤0.01% 2421
2021
Q2 		$258K Buy
+7,397
New +$255K ﹤0.01% 2828

Other funds holding TPLC

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Raymond James Financial Services Advisors's TPLC Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 2.6% in Q3 2024, selling an estimated $44.8K and leaving 40,692 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Raymond James Financial Services Advisors first reported a position in TPLC in Q2 2021 and has held it in 14 quarters since. 89 funds tracked by Wall St. Rank hold TPLC as of Q3 2024.

  • Raymond James Financial Services Advisors held 40,692 shares of Timothy Plan US Large/Mid Cap Core ETF worth $1.79M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,068 Timothy Plan US Large/Mid Cap Core ETF shares in Q3 2024, an estimated $44.8K.
  • Timothy Plan US Large/Mid Cap Core ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1800 holding.
  • Raymond James Financial Services Advisors first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q2 2021 and has held it in 14 quarters since.
  • 89 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.