Schwallier Wealth Management LLC Northern Lts Fd Tr Iv Inspire Transaction History

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 2024

A detailed history of Schwallier Wealth Management LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 12,112 shares of WWJD stock, worth $360,695. This represents 0.28% of its overall portfolio holdings.

Number of Shares
12,112
Previous 10,244 18.24%
Holding current value
$360,695
Previous $302 Million 29.63%
% of portfolio
0.28%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$28.91 - $32.54 $54,003 - $60,784
1,868 Added 18.24%
12,112 $391 Million
Q2 2024

Aug 13, 2024
BUY
$28.85 - $31.24 $63,412 - $68,665
2,198 Added 27.32%
10,244 $302 Million
Q1 2024

May 14, 2024
BUY
$28.01 - $30.26 $225,368 - $243,471
8,046 New
8,046 $242 Million

Others Institutions Holding WWJD

# of Institutions
73
Shares Held
7.41M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

WWJD Quotes by TradingView
  • Ticker WWJD
  • Sector ETFs
  • Industry ETFs
More about WWJD
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