Ae Wealth Management LLC Northern Lts Fd Tr Iv Inspire Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,384 shares of BLES stock, worth $101,153. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,384
Previous 1,282 85.96%
Holding current value
$101,153
Previous $48,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025
BUY
$33.42 - $40.68 $36,828 - $44,829
1,102 Added 85.96%
2,384 $96,000
Q1 2025

May 06, 2025
SELL
$36.86 - $39.26 $110 - $117
-3 Reduced 0.23%
1,282 $48,000
Q4 2024

Feb 13, 2025
BUY
$36.95 - $39.5 $47,480 - $50,757
1,285 New
1,285 $47,000
Q4 2023

Feb 14, 2024
BUY
$30.16 - $35.84 $16,557 - $19,676
549 Added 7.43%
7,941 $283,000
Q3 2023

Oct 11, 2023
BUY
$31.54 - $34.88 $37,532 - $41,507
1,190 Added 19.19%
7,392 $235,000
Q2 2023

Jul 10, 2023
BUY
$31.81 - $33.75 $197,285 - $209,317
6,202 New
6,202 $207,000
Q4 2022

Jan 31, 2023
SELL
$27.45 - $32.51 $21,685 - $25,682
-790 Reduced 10.35%
6,840 $213,000
Q3 2022

Oct 25, 2022
SELL
$27.63 - $33.51 $9,090 - $11,024
-329 Reduced 4.13%
7,630 $211,000
Q2 2022

Aug 03, 2022
SELL
$29.83 - $36.25 $33,737 - $40,998
-1,131 Reduced 12.44%
7,959 $239,000
Q1 2022

Apr 18, 2022
BUY
$33.32 - $37.97 $30,287 - $34,514
909 Added 11.11%
9,090 $327,000
Q4 2021

Jan 20, 2022
BUY
$36.1 - $40.85 $86,315 - $97,672
2,391 Added 41.3%
8,181 $310,000
Q3 2021

Nov 01, 2021
BUY
$37.47 - $40.2 $12,889 - $13,828
344 Added 6.32%
5,790 $221,000
Q2 2021

Jul 21, 2021
BUY
$36.7 - $39.98 $199,868 - $217,731
5,446 New
5,446 $212,000
Q1 2021

Apr 27, 2021
SELL
$33.21 - $36.73 $501,504 - $554,659
-15,101 Closed
0 $0
Q4 2020

Feb 01, 2021
BUY
$27.14 - $33.7 $27,791 - $34,508
1,024 Added 7.27%
15,101 $505,000
Q3 2020

Nov 06, 2020
SELL
$26.32 - $29.39 $15,528 - $17,340
-590 Reduced 4.02%
14,077 $391,000
Q2 2020

Aug 05, 2020
BUY
$20.04 - $28.94 $11,242 - $16,235
561 Added 3.98%
14,667 $384,000
Q1 2020

May 07, 2020
SELL
$18.36 - $30.78 $24,161 - $40,506
-1,316 Reduced 8.53%
14,106 $299,000
Q4 2019

Jan 15, 2020
BUY
$26.72 - $30.41 $42,805 - $48,716
1,602 Added 11.59%
15,422 $469,000
Q3 2019

Nov 05, 2019
BUY
$27.65 - $28.45 $33,511 - $34,481
1,212 Added 9.61%
13,820 $384,000
Q2 2019

Jul 22, 2019
BUY
N/A
4,896 Added 63.49%
12,608 $355,000
Q1 2019

May 14, 2019
BUY
N/A
7,712 New
7,712 $214,000
Q4 2018

Feb 15, 2019
SELL
N/A
-11,273 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
2,727 Added 31.91%
11,273 $319,000
Q2 2018

Aug 15, 2018
BUY
N/A
8,546 New
8,546 $239,000

Others Institutions Holding BLES

# of Institutions
66
Shares Held
1.76M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

BLES Quotes by TradingView
  • Ticker BLES
  • Sector ETFs
  • Industry ETFs
More about BLES
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