Optivise Advisory Services LLC Northern Lts Fd Tr Iv Inspire Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Optivise Advisory Services LLC holds 29,866 shares of IBD stock, worth $717,381. This represents 0.37% of its overall portfolio holdings.

Number of Shares
29,866
Previous 30,971 3.57%
Holding current value
$717,381
Previous $736 Million 2.51%
% of portfolio
0.37%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$23.33 - $24.01 $25,779 - $26,531
-1,105 Reduced 3.57%
29,866 $717 Million
Q1 2025

Apr 18, 2025
BUY
$23.28 - $23.95 $60,271 - $62,006
2,589 Added 9.12%
30,971 $736 Million
Q4 2024

Feb 13, 2025
BUY
$23.42 - $24.2 $42,109 - $43,511
1,798 Added 6.76%
28,382 $665 Million
Q3 2024

Nov 12, 2024
BUY
$23.25 - $24.3 $618,078 - $645,991
26,584 New
26,584 $640 Million
Q2 2024

Nov 14, 2024
SELL
$23.04 - $23.52 $25,781 - $26,318
-1,119 Reduced 4.21%
25,465 $594 Million

Others Institutions Holding IBD

# of Institutions
94
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

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