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

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

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 148,740 shares of WWJD stock, worth $4.39 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

148,740

Previous 139,752 6.43%

Holding current value

$4.39 Million

Previous $4.2 Million 6.44%

% of portfolio

0.36%

Previous 0.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$28.01 - $30.26 $251,753 - $271,976	8,988 Added 6.43%	148,740 $4.47 Million
Q4 2023 Feb 09, 2024	BUY	$25.16 - $29.63 $648,473 - $763,683	25,774 Added 22.61%	139,752 $4.13 Million
Q3 2023 Nov 03, 2023	BUY	$26.04 - $28.97 $1.23 Million - $1.37 Million	47,269 Added 70.86%	113,978 $3 Million
Q2 2023 Aug 04, 2023	BUY	$27.03 - $28.67 $818,225 - $867,869	30,271 Added 83.08%	66,709 $1.85 Million
Q1 2023 May 11, 2023	BUY	$26.08 - $28.62 $234,094 - $256,893	8,976 Added 32.69%	36,438 $1.01 Million

Q4 2022 Feb 09, 2023	BUY	$23.76 - $26.75 $49,800 - $56,068	2,096 Added 8.26%	27,462 $715,000
Q3 2022 Nov 07, 2022	BUY	N/A	6,754 Added 36.29%	25,366 $563,000
Q2 2022 Aug 01, 2022	BUY	N/A	3,484 Added 23.03%	18,612 $463,000
Q1 2022 May 25, 2022	BUY	N/A	9,660 Added 176.66%	15,128 $447,000
Q4 2021 Feb 07, 2022	BUY	N/A	5,468 New	5,468 $171,000

Others Institutions Holding WWJD

# of Institutions

Shares Held

6.37M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

Ticker WWJD
Sector ETFs
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Ever Source Wealth Advisors, LLC Northern Lts Fd Tr Iv Inspire Transaction History