Legacy Wealth Asset Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Legacy Wealth Asset Management, LLC

$324 Million
Q4 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 140,727 shares of IBD stock, worth $3.35 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

140,727

Previous 140,790 0.04%

Holding current value

$3.35 Million

Previous $3.39 Million 2.71%

% of portfolio

1.02%

Previous 1.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$23.42 - $24.2 $1,475 - $1,524	-63 Reduced 0.04%	140,727 $3.3 Million
Q3 2024 Oct 23, 2024	BUY	$23.25 - $24.3 $26,877 - $28,090	1,156 Added 0.83%	140,790 $3.39 Million
Q2 2024 Aug 14, 2024	BUY	$23.04 - $23.52 $258,324 - $263,706	11,212 Added 8.73%	139,634 $3.26 Million
Q1 2024 Apr 19, 2024	BUY	$23.26 - $23.99 $105,018 - $108,314	4,515 Added 3.64%	128,422 $3.02 Million
Q4 2023 Jan 10, 2024	SELL	$22.22 - $23.69 $66,748 - $71,164	-3,004 Reduced 2.37%	123,907 $2.92 Million
Q3 2023 Oct 31, 2023	SELL	$22.56 - $23.35 $93,150 - $96,412	-4,129 Reduced 3.15%	126,911 $2.87 Million
Q2 2023 Aug 04, 2023	BUY	$23.0 - $23.5 $57,500 - $58,750	2,500 Added 1.94%	131,040 $3.03 Million
Q1 2023 Apr 21, 2023	SELL	$22.81 - $23.65 $121,075 - $125,534	-5,308 Reduced 3.97%	128,540 $3.01 Million
Q4 2022 Feb 02, 2023	BUY	$22.24 - $23.31 $17,013 - $17,832	765 Added 0.57%	133,848 $3.08 Million
Q3 2022 Oct 14, 2022	SELL	$22.52 - $23.95 $440,446 - $468,414	-19,558 Reduced 12.81%	133,083 $3.01 Million
Q2 2022 Jul 19, 2022	SELL	$22.99 - $24.35 $158,539 - $167,917	-6,896 Reduced 4.32%	152,641 $3.57 Million
Q1 2022 May 12, 2022	BUY	$24.2 - $25.67 $261,698 - $277,595	10,814 Added 7.27%	159,537 $3.89 Million
Q4 2021 Feb 10, 2022	BUY	$25.72 - $26.2 $474,148 - $482,997	18,435 Added 14.15%	148,723 $3.83 Million
Q3 2021 Oct 19, 2021	BUY	$26.1 - $26.52 $132,144 - $134,270	5,063 Added 4.04%	130,288 $3.41 Million
Q2 2021 Jul 14, 2021	BUY	$25.87 - $26.29 $82,085 - $83,418	3,173 Added 2.6%	125,225 $3.29 Million
Q1 2021 Apr 20, 2021	BUY	$25.83 - $26.57 $306,111 - $314,881	11,851 Added 10.75%	122,052 $3.16 Million
Q4 2020 Mar 25, 2021	BUY	$26.24 - $26.6 $2.89 Million - $2.93 Million	110,201 New	110,201 $2.93 Million

Others Institutions Holding IBD

# of Institutions

Shares Held

12.3M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

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Legacy Wealth Asset Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History