Avantax Advisory Services, Inc. Northern Lts Fd Tr Iv Inspire Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$28.85 - $31.24 $36,091 - $39,081	-1,251 Reduced 12.06%	9,121 $268,000
Q4 2023 Feb 07, 2024	BUY	$25.16 - $29.63 $1,283 - $1,511	51 Added 0.49%	10,372 $306,000
Q3 2023 Nov 07, 2023	SELL	$26.04 - $28.97 $31,013 - $34,503	-1,191 Reduced 10.35%	10,321 $271,000
Q2 2023 Aug 11, 2023	SELL	$27.03 - $28.67 $5,784 - $6,135	-214 Reduced 1.83%	11,512 $320,000
Q1 2023 Apr 28, 2023	SELL	$26.08 - $28.62 $886 - $973	-34 Reduced 0.29%	11,726 $324,000
Q4 2022 Feb 13, 2023	SELL	$22.0 - $26.75 $68,926 - $83,807	-3,133 Reduced 21.04%	11,760 $306,000
Q3 2022 Nov 01, 2022	SELL	$22.04 - $26.81 $9,278 - $11,287	-421 Reduced 2.75%	14,893 $330,000
Q2 2022 Aug 02, 2022	BUY	$24.88 - $29.98 $273 - $329	11 Added 0.07%	15,314 $381,000
Q1 2022 Apr 27, 2022	BUY	$27.26 - $31.68 $187,167 - $217,514	6,866 Added 81.38%	15,303 $453,000
Q4 2021 Jan 24, 2022	SELL	$29.95 - $35.88 $11,351 - $13,598	-379 Reduced 4.3%	8,437 $263,000
Q3 2021 Oct 21, 2021	BUY	$33.55 - $36.05 $21,136 - $22,711	630 Added 7.7%	8,816 $300,000
Q2 2021 Jul 29, 2021	SELL	$33.12 - $36.69 $271,617 - $300,894	-8,201 Reduced 50.05%	8,186 $286,000
Q1 2021 May 13, 2021	BUY	$30.73 - $33.36 $4,732 - $5,137	154 Added 0.95%	16,387 $536,000
Q4 2020 Jan 22, 2021	BUY	$24.31 - $31.14 $23,872 - $30,579	982 Added 6.44%	16,233 $503,000
Q3 2020 Oct 14, 2020	BUY	$23.87 - $26.67 $25,230 - $28,190	1,057 Added 7.45%	15,251 $388,000
Q2 2020 Aug 06, 2020	BUY	$18.97 - $25.83 $269,260 - $366,631	14,194 New	14,194 $338,000

Others Institutions Holding WWJD

# of Institutions

73

Shares Held

7.41M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.93M
Shares

$85.3 Million
12.85% of portfolio
Pax Financial Group, LLC San Antonio, TX

646K
Shares

$18.8 Million
3.93% of portfolio
Ambassador Advisors, LLC Lancaster, PA

619K
Shares

$18 Million
3.53% of portfolio
Inspire Investing, LLC Meridian, ID

452K
Shares

$13.2 Million
1.52% of portfolio
Creative One Wealth, LLC Overland Park, KS

433K
Shares

$12.6 Million
0.51% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker WWJD
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