Moneywise, Inc. Northern Lts Fd Tr Iv Transaction History

Moneywise, Inc.

$199 Million
Q2 2025

A detailed history of Moneywise, Inc. transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Moneywise, Inc. holds 61,901 shares of BIBL stock, worth $2.79 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

61,901

Previous 72,272 14.35%

Holding current value

$2.79 Million

Previous $2.78 Million 7.82%

% of portfolio

1.29%

Previous 1.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$33.5 - $41.33 $347,428 - $428,633	-10,371 Reduced 14.35%	61,901 $2.56 Million
Q1 2025 Apr 22, 2025	BUY	$37.55 - $41.94 $716,078 - $799,795	19,070 Added 35.84%	72,272 $2.78 Million
Q4 2024 Jan 27, 2025	BUY	$38.73 - $42.41 $337,841 - $369,942	8,723 Added 19.61%	53,202 $2.07 Million
Q3 2024 Oct 21, 2024	BUY	$36.61 - $40.67 $191,799 - $213,070	5,239 Added 13.35%	44,479 $1.81 Million
Q2 2024 Jul 17, 2024	SELL	$36.1 - $38.73 $1.51 Million - $1.62 Million	-41,821 Reduced 51.59%	39,240 $1.49 Million
Q1 2024 Apr 22, 2024	BUY	$33.96 - $38.91 $1.49 Million - $1.7 Million	43,783 Added 117.45%	81,061 $3.15 Million
Q4 2023 Jan 29, 2024	BUY	$29.25 - $35.1 $1.09 Million - $1.31 Million	37,278 New	37,278 $1.3 Million

Others Institutions Holding BIBL

# of Institutions

119

Shares Held

5.15M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV

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