One Ascent Wealth Management LLC Northern Lts Fd Tr Iv Inspire Transaction History
One Ascent Wealth Management LLC
- $231 Million
- Q1 2025
A detailed history of One Ascent Wealth Management LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 319,564 shares of IBD stock, worth $7.59 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
319,564
Previous 338,642
5.63%
Holding current value
$7.59 Million
Previous $7.94 Million
4.38%
% of portfolio
3.29%
Previous 3.27%
Shares
8 transactions
Others Institutions Holding IBD
# of Institutions
94Shares Held
12.1MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID2.95MShares$70 Million9.14% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA1.43MShares$33.9 Million6.35% of portfolio
-
Christian Investment Advisors, Inc. New Braunfels, TX877KShares$20.8 Million14.52% of portfolio
-
Creative Financial Designs Inc673KShares$16 Million1.32% of portfolio
-
Creative One Wealth, LLC Overland Park, KS616KShares$14.6 Million0.49% of portfolio