Schwallier Wealth Management LLC NORTHERN LTS FD TR IV Transaction History

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025
Number of Shares
2,446
Previous 2,424 0.91%
Holding current value
$561 Million
Previous $498 Million 12.6%
% of portfolio
0.34%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
22 Added 0.91%
2,446 $561 Million
Q1 2025

Aug 14, 2025
BUY
N/A
427 Added 21.38%
2,424 $498 Million
Q4 2024

Feb 14, 2025
BUY
N/A
769 Added 62.62%
1,997 $426 Million
Q3 2024

Nov 07, 2024
BUY
N/A
1,228 New
1,228 $262 Million
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