One Ascent Family Office, LLC Northern Lts Fd Tr Iv Inspire Transaction History
One Ascent Family Office, LLC
- $106 Million
- Q2 2025
A detailed history of One Ascent Family Office, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, One Ascent Family Office, LLC holds 31,805 shares of IBD stock, worth $768,090. This represents 0.72% of its overall portfolio holdings.
Number of Shares
31,805
Previous 35,276
9.84%
Holding current value
$768,090
Previous $838,000
8.83%
% of portfolio
0.72%
Previous 0.78%
Shares
3 transactions
Others Institutions Holding IBD
# of Institutions
97Shares Held
12MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID2.94MShares$71 Million8.3% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA1.46MShares$35.3 Million5.85% of portfolio
-
Creative Financial Designs Inc899KShares$21.7 Million1.67% of portfolio
-
Bare Financial Services, Inc Gap, PA637KShares$15.4 Million5.16% of portfolio
-
Creative One Wealth, LLC Overland Park, KS620KShares$15 Million0.44% of portfolio