Mcdonald Partners LLC Northern Lts Fd Tr Iv Inspire 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	$24.2 - $25.67 $47,044 - $49,902	-1,944 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$25.72 - $26.2 $49,999 - $50,932	1,944 New	1,944 $0

Others Institutions Holding IBD

# of Institutions

80

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.92M
Shares

$69 Million
9.54% of portfolio
Atria Investments LLC Charlotte, NC

1.42M
Shares

$33.5 Million
0.45% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.42M
Shares

$33.5 Million
6.02% of portfolio
Inspire Investing, LLC Meridian, ID

830K
Shares

$19.6 Million
2.08% of portfolio
Creative Financial Designs Inc

668K
Shares

$15.8 Million
1.39% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

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