Allen Capital Group, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Allen Capital Group, LLC

$855 Million
Q3 2024

A detailed history of Allen Capital Group, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Allen Capital Group, LLC holds 20,938 shares of IBD stock, worth $496,230. This represents 0.06% of its overall portfolio holdings.

Number of Shares

20,938

Previous 10,756 94.66%

Holding current value

$496,230

Previous $250,000 101.6%

% of portfolio

0.06%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$23.25 - $24.3 $236,731 - $247,422	10,182 Added 94.66%	20,938 $504,000
Q2 2024 Aug 12, 2024	BUY	$23.04 - $23.52 $18,547 - $18,933	805 Added 8.09%	10,756 $250,000
Q1 2024 Apr 15, 2024	BUY	$23.26 - $23.99 $231,460 - $238,724	9,951 New	9,951 $233,000
Q1 2023 Apr 28, 2023	BUY	$22.81 - $23.65 $255,768 - $265,187	11,213 New	11,213 $262,000
Q1 2022 May 10, 2022	SELL	$24.2 - $25.67 $248,171 - $263,245	-10,255 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$25.72 - $26.2 $263,758 - $268,681	10,255 New	10,255 $264,000
Q4 2021 Jan 25, 2022	SELL	$25.72 - $26.2 $263,758 - $268,681	-10,255 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$26.1 - $26.52 $34,713 - $35,271	1,330 Added 14.9%	10,255 $268,000
Q2 2021 Jul 20, 2021	BUY	$25.87 - $26.29 $230,889 - $234,638	8,925 New	8,925 $235,000

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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Allen Capital Group, LLC Northern Lts Fd Tr Iv Inspire Transaction History