Cyndeo Wealth Partners, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 11,653 shares of IBD stock, worth $274,777. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,653

Previous 21,709 46.32%

Holding current value

$274,777

Previous $506,000 44.66%

% of portfolio

0.02%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$23.25 - $24.3 $233,802 - $244,360	-10,056 Reduced 46.32%	11,653 $280,000
Q2 2024 Jul 30, 2024	BUY	$23.04 - $23.52 $30,873 - $31,516	1,340 Added 6.58%	21,709 $506,000
Q1 2024 Apr 16, 2024	BUY	$23.26 - $23.99 $79,735 - $82,237	3,428 Added 20.23%	20,369 $478,000
Q4 2023 Jan 12, 2024	BUY	$22.22 - $23.69 $66 - $71	3 Added 0.02%	16,941 $399,000
Q3 2023 Oct 10, 2023	BUY	$22.56 - $23.35 $41,510 - $42,964	1,840 Added 12.19%	16,938 $383,000
Q2 2023 Jul 27, 2023	BUY	$23.0 - $23.5 $9,706 - $9,917	422 Added 2.88%	15,098 $348,000
Q1 2023 Apr 21, 2023	BUY	$22.81 - $23.65 $8,143 - $8,443	357 Added 2.49%	14,676 $343,000
Q4 2022 Jan 25, 2023	BUY	$22.24 - $23.31 $318,454 - $333,775	14,319 New	14,319 $0

Others Institutions Holding IBD

# of Institutions

Shares Held

11.7M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

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Cyndeo Wealth Partners, LLC Northern Lts Fd Tr Iv Inspire Transaction History