Atria Wealth Solutions, Inc. Northern Lts Fd Tr Iv Inspire Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	SELL	$28.76 - $32.28 $182,913 - $205,300	-6,360 Reduced 45.69%	7,561 $219,000
Q3 2024 Nov 08, 2024	SELL	$28.91 - $32.54 $751 - $846	-26 Reduced 0.19%	13,921 $449,000
Q2 2024 Jul 22, 2024	SELL	$28.85 - $31.24 $321,706 - $348,357	-11,151 Reduced 44.43%	13,947 $410,000
Q1 2024 May 13, 2024	SELL	$28.01 - $30.26 $60,389 - $65,240	-2,156 Reduced 7.91%	25,098 $753,000
Q4 2023 Feb 02, 2024	SELL	$25.16 - $29.63 $2,666 - $3,140	-106 Reduced 0.39%	27,254 $804,000
Q3 2023 Nov 08, 2023	BUY	$26.04 - $28.97 $189,024 - $210,293	7,259 Added 36.11%	27,360 $720,000
Q2 2023 Aug 03, 2023	BUY	$27.03 - $28.67 $59,060 - $62,643	2,185 Added 12.2%	20,101 $558,000
Q1 2023 Aug 22, 2023	SELL	$26.08 - $28.62 $42,979 - $47,165	-1,648 Reduced 8.2%	18,453 $510,000
Q1 2023 Jun 14, 2023	SELL	$26.08 - $28.62 $14,004 - $15,368	-537 Reduced 2.91%	17,916 $496,000
Q1 2023 May 10, 2023	BUY	$26.08 - $28.62 $14,004 - $15,368	537 Added 3.0%	18,453 $510,000
Q4 2022 Aug 30, 2023	SELL	$22.0 - $26.75 $48,070 - $58,448	-2,185 Reduced 10.87%	17,916 $467,000
Q4 2022 Feb 13, 2023	BUY	$22.0 - $26.75 $57,354 - $69,737	2,607 Added 17.03%	17,916 $467,000
Q3 2022 Nov 14, 2022	BUY	$22.04 - $26.81 $30,349 - $36,917	1,377 Added 9.88%	15,309 $341,000
Q2 2022 Aug 15, 2022	BUY	$24.88 - $29.98 $50,182 - $60,469	2,017 Added 16.93%	13,932 $347,000
Q1 2022 May 16, 2022	BUY	$27.26 - $31.68 $324,802 - $377,467	11,915 New	11,915 $353,000

Others Institutions Holding WWJD

# of Institutions

85

Shares Held

7.91M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.71M
Shares

$90.8 Million
10.89% of portfolio
Ambassador Advisors, LLC Lancaster, PA

619K
Shares

$20.7 Million
3.56% of portfolio
Pax Financial Group, LLC San Antonio, TX

582K
Shares

$19.5 Million
3.4% of portfolio
Inspire Investing, LLC Meridian, ID

496K
Shares

$16.6 Million
1.67% of portfolio
Bare Financial Services, Inc Gap, PA

474K
Shares

$15.9 Million
5.6% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker WWJD
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