Sigma Planning Corp Northern Lts Fd Tr Iv Inspire Transaction History

Sigma Planning Corp

$3.11 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	N/A	-11,978 Closed	0 $0
Q1 2020 May 01, 2020	BUY	N/A	1,246 Added 11.61%	11,978 $292,000
Q4 2019 Feb 03, 2020	BUY	N/A	732 Added 7.32%	10,732 $276,000
Q2 2019 Aug 01, 2019	BUY	N/A	10,000 New	10,000 $256,000

Others Institutions Holding IBD

# of Institutions

66

Shares Held

8.96M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

3M
Shares

$70.5 Million
10.27% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.42M
Shares

$33.3 Million
6.1% of portfolio
Creative One Wealth, LLC Overland Park, KS

647K
Shares

$15.2 Million
0.6% of portfolio
Inspire Investing, LLC Meridian, ID

622K
Shares

$14.6 Million
1.52% of portfolio
Pax Financial Group, LLC San Antonio, TX

520K
Shares

$12.2 Million
2.54% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

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