Ever Source Wealth Advisors, LLC Northern Lts Fd Tr Iv Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 88,750 shares of BIBL stock, worth $3.62 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

88,750

Previous 93,543 5.12%

Holding current value

$3.62 Million

Previous $3.8 Million 9.23%

% of portfolio

0.21%

Previous 0.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$38.73 - $42.41 $185,632 - $203,271	-4,793 Reduced 5.12%	88,750 $3.45 Million
Q3 2024 Nov 08, 2024	SELL	$36.61 - $40.67 $327,659 - $363,996	-8,950 Reduced 8.73%	93,543 $3.8 Million
Q2 2024 Aug 13, 2024	BUY	$36.1 - $38.73 $1.2 Million - $1.28 Million	33,128 Added 47.76%	102,493 $3.89 Million
Q1 2024 Jun 11, 2024	SELL	$33.96 - $38.91 $1.37 Million - $1.57 Million	-40,412 Reduced 36.81%	69,365 $2.7 Million
Q4 2023 Feb 09, 2024	BUY	$29.25 - $35.1 $303,761 - $364,513	10,385 Added 10.45%	109,777 $3.83 Million
Q3 2023 Nov 03, 2023	BUY	$30.99 - $34.19 $189,069 - $208,593	6,101 Added 6.54%	99,392 $3.11 Million
Q2 2023 Aug 04, 2023	BUY	$30.11 - $32.89 $964,513 - $1.05 Million	32,033 Added 52.29%	93,291 $3.07 Million
Q1 2023 May 11, 2023	BUY	$29.64 - $33.28 $224,404 - $251,962	7,571 Added 14.1%	61,258 $1.93 Million
Q4 2022 Feb 09, 2023	BUY	$27.13 - $31.84 $20,510 - $24,071	756 Added 1.43%	53,687 $1.61 Million
Q3 2022 Nov 07, 2022	SELL	$27.68 - $33.89 $12,649 - $15,487	-457 Reduced 0.86%	52,931 $1.47 Million
Q2 2022 Aug 01, 2022	BUY	$28.41 - $36.39 $99,378 - $127,292	3,498 Added 7.01%	53,388 $1.56 Million
Q1 2022 May 25, 2022	BUY	$33.04 - $39.29 $1.05 Million - $1.25 Million	31,701 Added 174.29%	49,890 $1.8 Million
Q4 2021 Feb 07, 2022	BUY	$37.3 - $46.5 $678,449 - $845,788	18,189 New	18,189 $716,000

Others Institutions Holding BIBL

# of Institutions

123

Shares Held

5.52M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV

Ticker BIBL
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Ever Source Wealth Advisors, LLC Northern Lts Fd Tr Iv Transaction History