A detailed history of Optivise Advisory Services LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Optivise Advisory Services LLC holds 28,382 shares of IBD stock, worth $674,356. This represents 0.36% of its overall portfolio holdings.

Number of Shares
28,382
Previous 26,584 6.76%
Holding current value
$674,356
Previous $640 Million 3.93%
% of portfolio
0.36%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$23.42 - $24.2 $42,109 - $43,511
1,798 Added 6.76%
28,382 $665 Million
Q3 2024

Nov 12, 2024

BUY
$23.25 - $24.3 $618,078 - $645,991
26,584 New
26,584 $640 Million
Q2 2024

Nov 14, 2024

SELL
$23.04 - $23.52 $25,781 - $26,318
-1,119 Reduced 4.21%
25,465 $594 Million

Others Institutions Holding IBD

About NORTHERN LTS FD TR IV INSPIRE


  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
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