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Well Done LLC’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Well Done LLC’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
Q1 		– Sell
-5,771
Closed -$221K – 199
2023
Q4 		$221K Buy
+5,771
New +$204K 0.04% 169

Other funds holding TPLC

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Well Done LLC's TPLC Position: Q1 2024 in Review

Well Done LLC sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2024, closing a stake of 5,771 shares — an estimated $221K sold.

Well Done LLC first reported a position in TPLC in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 75 funds tracked by Wall St. Rank hold TPLC as of Q1 2024.

  • Well Done LLC reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2024 after selling out during the quarter.
  • Well Done LLC sold 5,771 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2024, an estimated $221K.
  • Well Done LLC first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2023 and held it in 1 quarter.
  • Well Done LLC's Timothy Plan US Large/Mid Cap Core ETF position peaked at $221K in Q4 2023.
  • 75 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2024.

Based on Well Done LLC's 13F filing for Q1 2024, filed 18 Apr 2024.