One Ascent Investment Solutions LLC Northern Lts Fd Tr Iv Inspire Transaction History
One Ascent Investment Solutions LLC
- $93.7 Million
- Q2 2025
A detailed history of One Ascent Investment Solutions LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, One Ascent Investment Solutions LLC holds 139,357 shares of IBD stock, worth $3.37 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
139,357
Previous 143,713
3.03%
Holding current value
$3.37 Million
Previous $3.41 Million
1.96%
% of portfolio
3.57%
Previous 4.05%
Shares
2 transactions
Others Institutions Holding IBD
# of Institutions
97Shares Held
12MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID2.94MShares$71 Million8.3% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA1.46MShares$35.3 Million5.85% of portfolio
-
Creative Financial Designs Inc899KShares$21.7 Million1.67% of portfolio
-
Bare Financial Services, Inc Gap, PA637KShares$15.4 Million5.16% of portfolio
-
Creative One Wealth, LLC Overland Park, KS620KShares$15 Million0.44% of portfolio