Schwallier Wealth Management LLC Northern Lts Fd Tr Iv Inspire 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 Inspire stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 13,044 shares of IBD stock, worth $310,968. This represents 0.23% of its overall portfolio holdings.

Number of Shares
13,044
Previous 10,793 20.86%
Holding current value
$310,968
Previous $260 Million 17.64%
% of portfolio
0.23%
Previous 0.19%

Shares

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

Feb 14, 2025
BUY
$23.42 - $24.2 $52,718 - $54,474
2,251 Added 20.86%
13,044 $306 Million
Q3 2024

Nov 07, 2024
BUY
$23.25 - $24.3 $250,937 - $262,269
10,793 New
10,793 $260 Million

Others Institutions Holding IBD

# of Institutions
89
Shares Held
11.9M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

IBD Quotes by TradingView
  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email