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

M Holdings Securities, Inc.

$595 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 21, 2020	SELL	N/A	-36,956 Closed	0 $0
Q1 2020 May 13, 2020	SELL	N/A	-16,772 Reduced 31.22%	36,956 $900,000
Q4 2019 Feb 10, 2020	BUY	N/A	1,511 Added 2.89%	53,728 $1.38 Million
Q3 2019 Nov 04, 2019	BUY	N/A	835 Added 1.63%	52,217 $1.34 Million
Q2 2019 Aug 16, 2019	BUY	N/A	1,544 Added 3.1%	51,382 $1.32 Million

Q1 2019 May 17, 2019	BUY	N/A	2,537 Added 5.36%	49,838 $1.25 Million
Q4 2018 Feb 15, 2019	BUY	N/A	5,625 Added 13.5%	47,301 $1.16 Million
Q3 2018 Nov 16, 2018	BUY	N/A	1,347 Added 3.34%	41,676 $1.02 Million
Q2 2018 Aug 17, 2018	BUY	N/A	476 Added 1.19%	40,329 $984,000
Q1 2018 May 18, 2018	BUY	N/A	23,672 Added 146.3%	39,853 $974,000
Q4 2017 Feb 15, 2018	BUY	N/A	16,181	16,181 $862,000

Others Institutions Holding IBD

# of Institutions

66

Shares Held

8.96M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

3M
Shares

$70.5 Million
10.27% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.42M
Shares

$33.3 Million
6.1% of portfolio
Creative One Wealth, LLC Overland Park, KS

647K
Shares

$15.2 Million
0.6% of portfolio
Inspire Investing, LLC Meridian, ID

622K
Shares

$14.6 Million
1.52% of portfolio
Pax Financial Group, LLC San Antonio, TX

520K
Shares

$12.2 Million
2.54% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

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.