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 15,277 shares of WWJD stock, worth $540,653. This represents 0.32% of its overall portfolio holdings.

Number of Shares
15,277
Previous 13,921 9.74%
Holding current value
$540,653
Previous $428 Million 22.32%
% of portfolio
0.32%
Previous 0.32%

Shares

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

Aug 14, 2025
BUY
$27.43 - $34.32 $37,195 - $46,537
1,356 Added 9.74%
15,277 $524 Million
Q1 2025

Aug 14, 2025
BUY
$28.66 - $31.72 $10,632 - $11,768
371 Added 2.74%
13,921 $428 Million
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
89
Shares Held
8.74M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

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