Concorde Asset Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Concorde Asset Management, LLC

$149 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 20, 2021	SELL	N/A	-7,999 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	N/A	7,999 New	7,999 $206,000

Others Institutions Holding IBD

# of Institutions

66

Shares Held

8.96M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

3M
Shares

$70.5 Million
10.27% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.42M
Shares

$33.3 Million
6.1% of portfolio
Creative One Wealth, LLC Overland Park, KS

647K
Shares

$15.2 Million
0.6% of portfolio
Inspire Investing, LLC Meridian, ID

622K
Shares

$14.6 Million
1.52% of portfolio
Pax Financial Group, LLC San Antonio, TX

520K
Shares

$12.2 Million
2.54% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concorde Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concorde Asset Management, LLC with notifications on news.