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

Legacy Wealth Asset Management, LLC

  • $321 Million
  • Q1 2025

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 162,369 shares of BLES stock, worth $6.13 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
162,369
Previous 157,075 3.37%
Holding current value
$6.13 Million
Previous $5.81 Million 5.52%
% of portfolio
1.91%
Previous 1.79%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$36.86 - $39.26 $195,136 - $207,842
5,294 Added 3.37%
162,369 $6.13 Million
Q4 2024

Jan 14, 2025
BUY
$36.95 - $39.5 $57,974 - $61,975
1,569 Added 1.01%
157,075 $5.81 Million
Q3 2024

Oct 23, 2024
BUY
$35.93 - $39.64 $50,481 - $55,694
1,405 Added 0.91%
155,506 $6.14 Million
Q2 2024

Aug 14, 2024
BUY
$35.55 - $38.08 $174,763 - $187,201
4,916 Added 3.3%
154,101 $5.63 Million
Q1 2024

Apr 19, 2024
BUY
$34.22 - $37.59 $344,595 - $378,531
10,070 Added 7.24%
149,185 $5.61 Million
Q4 2023

Jan 10, 2024
BUY
$30.16 - $35.84 $234,403 - $278,548
7,772 Added 5.92%
139,115 $4.97 Million
Q3 2023

Oct 31, 2023
BUY
$31.54 - $34.88 $101,968 - $112,767
3,233 Added 2.52%
131,343 $4.18 Million
Q2 2023

Aug 04, 2023
SELL
$31.81 - $33.75 $71,922 - $76,308
-2,261 Reduced 1.73%
128,110 $4.28 Million
Q1 2023

Apr 21, 2023
BUY
$31.16 - $34.46 $24,616 - $27,223
790 Added 0.61%
130,371 $4.27 Million
Q4 2022

Feb 02, 2023
BUY
$27.45 - $32.51 $110,047 - $130,332
4,009 Added 3.19%
129,581 $4.05 Million
Q3 2022

Oct 14, 2022
BUY
$27.63 - $33.51 $83,249 - $100,965
3,013 Added 2.46%
125,572 $3.48 Million
Q2 2022

Jul 19, 2022
BUY
$29.83 - $36.25 $101,302 - $123,105
3,396 Added 2.85%
122,559 $3.69 Million
Q1 2022

May 12, 2022
BUY
$33.32 - $37.97 $268,625 - $306,114
8,062 Added 7.26%
119,163 $4.29 Million
Q4 2021

Feb 10, 2022
BUY
$36.1 - $40.85 $421,467 - $476,923
11,675 Added 11.74%
111,101 $4.21 Million
Q3 2021

Oct 19, 2021
BUY
$37.47 - $40.2 $197,391 - $211,773
5,268 Added 5.59%
99,426 $3.79 Million
Q2 2021

Jul 14, 2021
BUY
$36.7 - $39.98 $102,429 - $111,584
2,791 Added 3.05%
94,158 $3.67 Million
Q1 2021

Apr 20, 2021
BUY
$33.21 - $36.73 $88,106 - $97,444
2,653 Added 2.99%
91,367 $3.31 Million
Q4 2020

Mar 25, 2021
BUY
$27.14 - $33.7 $2.41 Million - $2.99 Million
88,714 New
88,714 $2.97 Million

Others Institutions Holding BLES

# of Institutions
65
Shares Held
2.18M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

BLES Quotes by TradingView
  • Ticker BLES
  • Sector ETFs
  • Industry ETFs
More about BLES
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