Financial Advocates Investment Management Northern Lts Fd Tr Iv Inspire Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Financial Advocates Investment Management holds 11,396 shares of WWJD stock, worth $339,372. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,396

Previous 11,307 0.79%

Holding current value

$339,372

Previous $333,000 10.51%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$28.91 - $32.54 $2,572 - $2,896	89 Added 0.79%	11,396 $368,000
Q2 2024 Jul 26, 2024	BUY	$28.85 - $31.24 $807 - $874	28 Added 0.25%	11,307 $333,000
Q1 2024 May 01, 2024	BUY	$28.01 - $30.26 $20,643 - $22,301	737 Added 6.99%	11,279 $338,000
Q4 2023 Feb 08, 2024	BUY	$25.16 - $29.63 $13,536 - $15,940	538 Added 5.38%	10,542 $311,000
Q3 2023 Oct 27, 2023	SELL	$26.04 - $28.97 $21,951 - $24,421	-843 Reduced 7.77%	10,004 $263,000
Q2 2023 Aug 07, 2023	BUY	$27.03 - $28.67 $18,948 - $20,097	701 Added 6.91%	10,847 $301,000
Q1 2023 May 11, 2023	SELL	$26.08 - $28.62 $5,346 - $5,867	-205 Reduced 1.98%	10,146 $280,000
Q4 2022 Feb 14, 2023	SELL	$22.0 - $26.75 $4,554 - $5,537	-207 Reduced 1.96%	10,351 $269,000
Q3 2022 Nov 14, 2022	SELL	$22.04 - $26.81 $20,232 - $24,611	-918 Reduced 8.0%	10,558 $234,000
Q2 2022 Aug 12, 2022	SELL	$24.88 - $29.98 $1,990 - $2,398	-80 Reduced 0.69%	11,476 $286,000
Q1 2022 May 11, 2022	BUY	$27.26 - $31.68 $4,797 - $5,575	176 Added 1.55%	11,556 $342,000
Q4 2021 Feb 14, 2022	BUY	$29.95 - $35.88 $29,890 - $35,808	998 Added 9.61%	11,380 $355,000
Q3 2021 Nov 04, 2021	BUY	$33.55 - $36.05 $31,402 - $33,742	936 Added 9.91%	10,382 $354,000
Q2 2021 Aug 03, 2021	BUY	$33.12 - $36.69 $312,851 - $346,573	9,446 New	9,446 $331,000

Others Institutions Holding WWJD

# of Institutions

Shares Held

7.41M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

Ticker WWJD
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Financial Advocates Investment Management Northern Lts Fd Tr Iv Inspire Transaction History