Creative One Wealth, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Creative One Wealth, LLC

  • $2.51 Billion
  • Q1 2024

A detailed history of Creative One Wealth, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Creative One Wealth, LLC holds 646,529 shares of IBD stock, worth $15.1 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
646,529
Previous 632,842 2.16%
Holding current value
$15.1 Million
Previous $14.9 Million 1.68%
% of portfolio
0.6%
Previous 0.96%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$23.26 - $23.99 $318,359 - $328,351
13,687 Added 2.16%
646,529 $15.2 Million
Q4 2023

Feb 09, 2024
SELL
$22.22 - $23.69 $670,221 - $714,561
-30,163 Reduced 4.55%
632,842 $14.9 Million
Q3 2023

Oct 17, 2023
SELL
$22.56 - $23.35 $452,688 - $468,541
-20,066 Reduced 2.94%
663,005 $15 Million
Q2 2023

Aug 16, 2023
SELL
$23.0 - $23.5 $990,771 - $1.01 Million
-43,077 Reduced 5.93%
683,071 $15.8 Million
Q2 2023

Aug 14, 2023
BUY
$23.0 - $23.5 $537,763 - $549,453
23,381 Added 3.33%
726,148 $17 Million
Q1 2023

May 15, 2023
SELL
$22.81 - $23.65 $109,989 - $114,040
-4,822 Reduced 0.68%
702,767 $16.5 Million
Q4 2022

Feb 14, 2023
SELL
$22.43 - $23.31 $737,543 - $766,479
-32,882 Reduced 4.44%
707,589 $16.3 Million
Q3 2022

Nov 14, 2022
BUY
N/A
22,268 Added 3.1%
740,471 $16.8 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-100,726 Reduced 12.3%
718,203 $16.8 Million
Q1 2022

May 13, 2022
BUY
N/A
35,618 Added 4.55%
818,929 $20 Million
Q4 2021

Feb 15, 2022
BUY
N/A
59,935 Added 8.29%
783,311 $20.2 Million
Q3 2021

Nov 16, 2021
BUY
N/A
140,628 Added 24.13%
723,376 $18.9 Million
Q2 2021

Aug 13, 2021
BUY
N/A
144,703 Added 33.03%
582,748 $15.3 Million
Q1 2021

May 17, 2021
BUY
N/A
105,980 Added 31.92%
438,045 $11.3 Million
Q4 2020

Feb 12, 2021
BUY
N/A
122,161 Added 58.2%
332,065 $8.83 Million
Q3 2020

Nov 13, 2020
BUY
N/A
59,242 Added 39.32%
209,904 $5.52 Million
Q2 2020

Aug 13, 2020
BUY
N/A
13,508 Added 9.85%
150,662 $3.96 Million
Q1 2020

May 14, 2020
BUY
N/A
8,413 Added 6.53%
137,154 $3.34 Million
Q4 2019

Feb 13, 2020
BUY
N/A
27,066 Added 26.62%
128,741 $3.31 Million
Q3 2019

Nov 13, 2019
BUY
N/A
9,026 Added 9.74%
101,675 $2.61 Million
Q2 2019

Aug 15, 2019
BUY
N/A
17,436 Added 23.18%
92,649 $2.38 Million
Q1 2019

May 15, 2019
BUY
N/A
17,682 Added 30.73%
75,213 $1.89 Million
Q4 2018

Feb 14, 2019
BUY
N/A
21,284 Added 58.72%
57,531 $1.41 Million
Q3 2018

Nov 14, 2018
BUY
N/A
26,409 Added 268.44%
36,247 $888,000
Q2 2018

Aug 14, 2018
BUY
N/A
9,838 New
9,838 $240,000

Others Institutions Holding IBD

# of Institutions
65
Shares Held
8.96M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

IBD Quotes by TradingView
  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
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