Mcdonald Partners LLC Northern Lts Fd Tr Iv Transaction History

Mcdonald Partners LLC

$390 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$33.04 - $39.29 $152,281 - $181,087	-4,609 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$37.3 - $46.5 $171,915 - $214,318	4,609 New	4,609 $0

Others Institutions Holding BIBL

# of Institutions

109

Shares Held

4.8M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

976K
Shares

$38.6 Million
5.39% of portfolio
Bare Financial Services, Inc Gap, PA

423K
Shares

$16.8 Million
7.07% of portfolio
Lpl Financial LLC Fort Mill, SC

382K
Shares

$15.1 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

250K
Shares

$9.9 Million
0.37% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

195K
Shares

$7.71 Million
0.08% of portfolio

About NORTHERN LTS FD TR IV

Ticker BIBL
Sector ETFs
Industry ETFs

More about BIBL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.