Schwallier Wealth Management LLC Northern Lts Fd Tr Iv Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 8,762 shares of BIBL stock, worth $370,457. This represents 0.26% of its overall portfolio holdings.

Number of Shares
8,762
Previous 8,395 4.37%
Holding current value
$370,457
Previous $341 Million 0.15%
% of portfolio
0.26%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$38.73 - $42.41 $14,213 - $15,564
367 Added 4.37%
8,762 $341 Million
Q3 2024

Nov 07, 2024
BUY
$36.61 - $40.67 $19,732 - $21,921
539 Added 6.86%
8,395 $341 Million
Q2 2024

Aug 13, 2024
SELL
$36.1 - $38.73 $31,479 - $33,772
-872 Reduced 9.99%
7,856 $298 Million
Q1 2024

May 14, 2024
SELL
$33.96 - $38.91 $31,413 - $35,991
-925 Reduced 9.58%
8,728 $340 Million
Q4 2023

Feb 14, 2024
BUY
$29.25 - $35.1 $282,350 - $338,820
9,653 New
9,653 $337 Million

Others Institutions Holding BIBL

# of Institutions
120
Shares Held
5.05M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV

BIBL Quotes by TradingView
  • Ticker BIBL
  • Sector ETFs
  • Industry ETFs
More about BIBL
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