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 142,714 shares of IBD stock, worth $3.38 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
142,714
Previous 140,727 1.41%
Holding current value
$3.38 Million
Previous $3.3 Million 2.55%
% of portfolio
1.05%
Previous 1.02%

Shares

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

Apr 08, 2025
BUY
$23.28 - $23.95 $46,257 - $47,588
1,987 Added 1.41%
142,714 $3.38 Million
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
89
Shares Held
12.5M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

IBD Quotes by TradingView
  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
Track This Portfolio

Track Legacy Wealth Asset Management, LLC Portfolio

Follow Legacy Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email