Simplicity Wealth,Llc Northern Lts Fd Tr Iv Inspire Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
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 22,573 shares of IBD stock, worth $530,916. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,573
Previous 15,240
48.12%
Holding current value
$530,916
Previous $355,000
52.96%
% of portfolio
0.05%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBD
# of Institutions
79Shares Held
11.4MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID2.92MShares$68.7 Million9.54% of portfolio
-
Atria Investments LLC Charlotte, NC1.42MShares$33.3 Million0.45% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA1.42MShares$33.3 Million6.02% of portfolio
-
Creative Financial Designs Inc668KShares$15.7 Million1.39% of portfolio
-
Creative One Wealth, LLC Overland Park, KS640KShares$15.1 Million0.56% of portfolio