Sage Oak Financial, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Sage Oak Financial, LLC

$109 Billion
Q4 2024

A detailed history of Sage Oak Financial, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Sage Oak Financial, LLC holds 13,209 shares of BLES stock, worth $506,829. This represents 0.45% of its overall portfolio holdings.

Number of Shares

13,209

Holding current value

$506,829

% of portfolio

0.45%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$36.95 - $39.5 $488,072 - $521,755	13,209 New	13,209 $489 Million

Others Institutions Holding BLES

# of Institutions

Shares Held

1.98M

Call Options Held

Put Options Held

Creative Financial Designs Inc

343K
Shares

$13.2 Million
1.06% of portfolio
Legacy Wealth Asset Management, LLC

157K
Shares

$6.03 Million
1.79% of portfolio
Inspire Advisors, LLC Meridian, ID

142K
Shares

$5.46 Million
0.73% of portfolio
Cwm, LLC

142K
Shares

$5.45 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

136K
Shares

$5.22 Million
0.0% of portfolio

View Full List

About NORTHERN LTS FD TR IV INSPIRE

Ticker BLES
Sector ETFs
Industry ETFs

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Sage Oak Financial, LLC Northern Lts Fd Tr Iv Inspire Transaction History