Simplicity Wealth,Llc Northern Lts Fd Tr Iv Inspire Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Simplicity Wealth,Llc holds 46,348 shares of IBD stock, worth $1.12 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
46,348
Previous 25,442
82.17%
Holding current value
$1.12 Million
Previous $602,000
84.72%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding IBD
# of Institutions
97Shares Held
12MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID2.94MShares$71 Million8.3% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA1.46MShares$35.3 Million5.85% of portfolio
-
Creative Financial Designs Inc899KShares$21.7 Million1.67% of portfolio
-
Bare Financial Services, Inc Gap, PA637KShares$15.4 Million5.16% of portfolio
-
Creative One Wealth, LLC Overland Park, KS620KShares$15 Million0.44% of portfolio