Plan A Wealth LLC Northern Lts Fd Tr Iv Inspire Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Plan A Wealth LLC holds 238,168 shares of IBD stock, worth $5.74 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
238,168
Previous 190,994
24.7%
Holding current value
$5.74 Million
Previous $4.59 Billion
25.43%
% of portfolio
2.93%
Previous 2.6%
Shares
4 transactions
Others Institutions Holding IBD
# of Institutions
99Shares Held
13.1MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID3.09MShares$74.3 Million8.11% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA1.46MShares$35.2 Million5.85% of portfolio
-
Creative Financial Designs Inc899KShares$21.7 Million1.67% of portfolio
-
Inspire Investing, LLC Meridian, ID661KShares$15.9 Million1.67% of portfolio
-
Bare Financial Services, Inc Gap, PA637KShares$15.3 Million5.16% of portfolio