Legacy Wealth Asset Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History
Legacy Wealth Asset Management, LLC
- $337 Million
- Q3 2024
A detailed history of Legacy Wealth Asset Management, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 155,506 shares of BLES stock, worth $5.93 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
155,506
Previous 154,101
0.91%
Holding current value
$5.93 Million
Previous $5.63 Million
9.21%
% of portfolio
1.82%
Previous 1.74%
Shares
16 transactions
Others Institutions Holding BLES
# of Institutions
60Shares Held
2MCall Options Held
0Put Options Held
0-
Creative Financial Designs Inc327KShares$12.5 Million1.12% of portfolio
-
Cwm, LLC148KShares$5.65 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC138KShares$5.27 Million0.0% of portfolio
-
Inspire Advisors, LLC Meridian, ID115KShares$4.39 Million0.62% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL114KShares$4.35 Million0.58% of portfolio