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 13,550 shares of WWJD stock, worth $469,372. This represents 0.3% of its overall portfolio holdings.

Number of Shares

13,550

Previous 12,112 11.87%

Holding current value

$469,372

Previous $391 Million 0.45%

% of portfolio

0.3%

Previous 0.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$28.76 - $32.28 $41,356 - $46,418	1,438 Added 11.87%	13,550 $393 Million
Q3 2024 Nov 07, 2024	BUY	$28.91 - $32.54 $54,003 - $60,784	1,868 Added 18.24%	12,112 $391 Million
Q2 2024 Aug 13, 2024	BUY	$28.85 - $31.24 $63,412 - $68,665	2,198 Added 27.32%	10,244 $302 Million
Q1 2024 May 14, 2024	BUY	$28.01 - $30.26 $225,368 - $243,471	8,046 New	8,046 $242 Million

Others Institutions Holding WWJD

# of Institutions

Shares Held

8.83M

Call Options Held

Put Options Held

View Full List

About NORTHERN LTS FD TR IV INSPIRE

Ticker WWJD
Sector ETFs
Industry ETFs

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