Legacy Wealth Asset Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History
Legacy Wealth Asset Management, LLC
- $324 Million
- Q2 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 139,634 shares of IBD stock, worth $3.36 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
139,634
Previous 128,422
8.73%
Holding current value
$3.36 Million
Previous $3.02 Million
7.99%
% of portfolio
1.0%
Previous 0.93%
Shares
15 transactions
Others Institutions Holding IBD
# of Institutions
71Shares Held
11.6MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID3.7MShares$89.2 Million12.68% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA1.43MShares$34.3 Million6.07% of portfolio
-
Inspire Investing, LLC Meridian, ID991KShares$23.9 Million2.72% of portfolio
-
Creative One Wealth, LLC Overland Park, KS588KShares$14.2 Million0.69% of portfolio
-
Creative Financial Designs Inc555KShares$13.4 Million1.17% of portfolio