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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 18,001 shares of IBD stock, worth $429,323. This represents 0.03% of its overall portfolio holdings.

Number of Shares

18,001

Previous 23,505 23.42%

Holding current value

$429,323

Previous $550,000 22.36%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$23.28 - $23.95 $128,133 - $131,820	-5,504 Reduced 23.42%	18,001 $427,000
Q4 2024 Feb 07, 2025	SELL	$23.42 - $24.2 $278,276 - $287,544	-11,882 Reduced 33.58%	23,505 $550,000
Q3 2024 Nov 08, 2024	SELL	$23.25 - $24.3 $317,176 - $331,500	-13,642 Reduced 27.82%	35,387 $852,000
Q2 2024 Aug 13, 2024	BUY	$23.04 - $23.52 $875,036 - $893,266	37,979 Added 343.7%	49,029 $1.14 Million
Q1 2024 Jun 11, 2024	SELL	$23.26 - $23.99 $2,232 - $2,303	-96 Reduced 0.86%	11,050 $259,000
Q4 2023 Feb 09, 2024	BUY	$22.22 - $23.69 $213,756 - $227,897	9,620 Added 630.41%	11,146 $262,000
Q3 2023 Nov 03, 2023	SELL	$22.56 - $23.35 $30,456 - $31,522	-1,350 Reduced 46.94%	1,526 $34,000
Q2 2023 Aug 04, 2023	SELL	$23.0 - $23.5 $25,553 - $26,108	-1,111 Reduced 27.87%	2,876 $66,000
Q1 2023 May 11, 2023	SELL	$22.81 - $23.65 $1,140 - $1,182	-50 Reduced 1.24%	3,987 $93,000
Q2 2022 Aug 01, 2022	SELL	$22.99 - $24.35 $11,609 - $12,296	-505 Reduced 11.12%	4,037 $94,000
Q1 2022 May 25, 2022	SELL	$24.2 - $25.67 $13,503 - $14,323	-558 Reduced 10.94%	4,542 $111,000
Q4 2021 Feb 07, 2022	BUY	$25.72 - $26.2 $131,172 - $133,620	5,100 New	5,100 $131,000

Others Institutions Holding IBD

# of Institutions

Shares Held

12.2M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

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