Mc Elhenny Sheffield Capital Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Mc Elhenny Sheffield Capital Management, LLC

$303 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 12, 2022	SELL	$36.1 - $40.85 $200,860 - $227,289	-5,564 Closed	0 $0
Q3 2021 Oct 12, 2021	BUY	$37.47 - $40.2 $208,483 - $223,672	5,564 New	5,564 $212,000

Others Institutions Holding BLES

# of Institutions

Shares Held

1.87M

Call Options Held

Put Options Held

Creative Financial Designs Inc

327K
Shares

$12.2 Million
1.12% of portfolio
Legacy Wealth Asset Management, LLC

156K
Shares

$5.83 Million
1.82% of portfolio
Cwm, LLC

148K
Shares

$5.55 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

136K
Shares

$5.1 Million
0.0% of portfolio
Inspire Advisors, LLC Meridian, ID

115K
Shares

$4.31 Million
0.62% of portfolio

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About NORTHERN LTS FD TR IV INSPIRE

Ticker BLES
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