Betterment LLC Northern Lts Fd Tr Iv Inspire Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$23.42 - $24.2 $6,698 - $6,921	286 Added 3.19%	9,238 $216,000
Q3 2024 Nov 14, 2024	BUY	$23.25 - $24.3 $208,134 - $217,533	8,952 New	8,952 $215,000

Others Institutions Holding IBD

# of Institutions

94

Shares Held

12M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.94M
Shares

$70.6 Million
8.3% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.43M
Shares

$34.3 Million
6.35% of portfolio
Creative Financial Designs Inc

899K
Shares

$21.6 Million
1.67% of portfolio
Creative One Wealth, LLC Overland Park, KS

620K
Shares

$14.9 Million
0.44% of portfolio
Bare Financial Services, Inc Gap, PA

613K
Shares

$14.7 Million
5.6% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

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