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 640,181 shares of IBD stock, worth $15.1 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
640,181
Previous 587,668 8.94%
Holding current value
$15.1 Million
Previous $13.7 Million 12.49%
% of portfolio
0.56%
Previous 0.69%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$23.25 - $24.3 $1.22 Million - $1.28 Million
52,513 Added 8.94%
640,181 $15.4 Million
Q2 2024

Aug 14, 2024

SELL
$23.04 - $23.52 $1.36 Million - $1.38 Million
-58,861 Reduced 9.1%
587,668 $13.7 Million
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
$22.24 - $23.31 $731,295 - $766,479
-32,882 Reduced 4.44%
707,589 $16.3 Million
Q3 2022

Nov 14, 2022

BUY
$22.52 - $23.95 $501,475 - $533,318
22,268 Added 3.1%
740,471 $16.8 Million
Q2 2022

Aug 12, 2022

SELL
$22.99 - $24.35 $2.32 Million - $2.45 Million
-100,726 Reduced 12.3%
718,203 $16.8 Million
Q1 2022

May 13, 2022

BUY
$24.2 - $25.67 $861,955 - $914,314
35,618 Added 4.55%
818,929 $20 Million
Q4 2021

Feb 15, 2022

BUY
$25.72 - $26.2 $1.54 Million - $1.57 Million
59,935 Added 8.29%
783,311 $20.2 Million
Q3 2021

Nov 16, 2021

BUY
$26.1 - $26.52 $3.67 Million - $3.73 Million
140,628 Added 24.13%
723,376 $18.9 Million
Q2 2021

Aug 13, 2021

BUY
$25.87 - $26.29 $3.74 Million - $3.8 Million
144,703 Added 33.03%
582,748 $15.3 Million
Q1 2021

May 17, 2021

BUY
$25.83 - $26.57 $2.74 Million - $2.82 Million
105,980 Added 31.92%
438,045 $11.3 Million
Q4 2020

Feb 12, 2021

BUY
$26.24 - $26.6 $3.21 Million - $3.25 Million
122,161 Added 58.2%
332,065 $8.83 Million
Q3 2020

Nov 13, 2020

BUY
$26.25 - $26.63 $1.56 Million - $1.58 Million
59,242 Added 39.32%
209,904 $5.52 Million
Q2 2020

Aug 13, 2020

BUY
$24.15 - $26.52 $326,218 - $358,232
13,508 Added 9.85%
150,662 $3.96 Million
Q1 2020

May 14, 2020

BUY
$22.03 - $26.32 $185,338 - $221,430
8,413 Added 6.53%
137,154 $3.34 Million
Q4 2019

Feb 13, 2020

BUY
$25.57 - $25.9 $692,077 - $701,009
27,066 Added 26.62%
128,741 $3.31 Million
Q3 2019

Nov 13, 2019

BUY
$25.53 - $25.86 $230,433 - $233,412
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

About NORTHERN LTS FD TR IV INSPIRE


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