M Holdings Securities, Inc. Northern Lts Fd Tr Iv Inspire Transaction History

M Holdings Securities, Inc.

$583 Million
Q2 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 21, 2020	SELL	$20.04 - $28.94 $1.51 Million - $2.18 Million	-75,458 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$18.36 - $30.78 $270,534 - $453,543	-14,735 Reduced 16.34%	75,458 $1.6 Million
Q4 2019 Feb 10, 2020	BUY	$26.72 - $30.41 $219,932 - $250,304	8,231 Added 10.04%	90,193 $2.74 Million
Q3 2019 Nov 04, 2019	BUY	$27.65 - $28.45 $74,655 - $76,815	2,700 Added 3.41%	81,962 $2.28 Million
Q2 2019 Aug 16, 2019	BUY	N/A	3,661 Added 4.84%	79,262 $2.23 Million
Q1 2019 May 17, 2019	BUY	N/A	5,289 Added 7.52%	75,601 $2.1 Million
Q4 2018 Feb 15, 2019	BUY	N/A	7,074 Added 11.19%	70,312 $1.71 Million
Q3 2018 Nov 16, 2018	BUY	N/A	1,564 Added 2.54%	63,238 $1.79 Million
Q2 2018 Aug 17, 2018	BUY	N/A	360 Added 0.59%	61,674 $1.73 Million
Q1 2018 May 18, 2018	BUY	N/A	2,183 Added 3.69%	61,314 $1.74 Million
Q4 2017 Feb 15, 2018	BUY	N/A	6,059 Added 11.42%	59,131 $244,000
Q3 2017 Nov 15, 2017	SELL	N/A	-3,535 Reduced 6.24%	53,072 $1.45 Million
Q2 2017 Aug 22, 2017	BUY	N/A	56,607	56,607 $1.48 Million

Others Institutions Holding BLES

# of Institutions

67

Shares Held

1.85M

Call Options Held

0

Put Options Held

0

About NORTHERN LTS FD TR IV INSPIRE

Ticker BLES
Sector ETFs
Industry ETFs

More about BLES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.