Schwallier Wealth Management LLC Northern Lts Fd Tr Iv Inspire Transaction History

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025

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 16,014 shares of IBD stock, worth $389,300. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,014
Previous 16,480 2.83%
Holding current value
$389,300
Previous $391 Million 1.76%
% of portfolio
0.23%
Previous 0.29%

Shares

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

Aug 14, 2025
SELL
$23.33 - $24.01 $10,871 - $11,188
-466 Reduced 2.83%
16,014 $384 Million
Q1 2025

Aug 14, 2025
BUY
$23.28 - $23.95 $79,990 - $82,292
3,436 Added 26.34%
16,480 $391 Million
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
98
Shares Held
12.1M
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