Cyndeo Wealth Partners, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Cyndeo Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 20,369 shares of IBD stock, worth $478,264. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,369
Previous 16,941 20.23%
Holding current value
$478,264
Previous $399,000 19.8%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 16, 2024
BUY
$23.26 - $23.99 $79,735 - $82,237
3,428 Added 20.23%
20,369 $478,000
Q4 2023

Jan 12, 2024
BUY
$22.22 - $23.69 $66 - $71
3 Added 0.02%
16,941 $399,000
Q3 2023

Oct 10, 2023
BUY
$22.56 - $23.35 $41,510 - $42,964
1,840 Added 12.19%
16,938 $383,000
Q2 2023

Jul 27, 2023
BUY
$23.0 - $23.5 $9,706 - $9,917
422 Added 2.88%
15,098 $348,000
Q1 2023

Apr 21, 2023
BUY
$22.81 - $23.65 $8,143 - $8,443
357 Added 2.49%
14,676 $343,000
Q4 2022

Jan 25, 2023
BUY
$22.43 - $23.31 $321,175 - $333,775
14,319 New
14,319 $0

Others Institutions Holding IBD

# of Institutions
66
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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