Simplicity Wealth,Llc Northern Lts Fd Tr Iv Inspire Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$28.91 - $32.54 $139,837 - $157,395	4,837 Added 42.04%	16,342 $527,000
Q2 2024 Jul 10, 2024	BUY	$28.85 - $31.24 $331,919 - $359,416	11,505 New	11,505 $338,000

Others Institutions Holding WWJD

# of Institutions

82

Shares Held

8.15M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.87M
Shares

$90.5 Million
11.53% of portfolio
Ambassador Advisors, LLC Lancaster, PA

623K
Shares

$19.7 Million
3.28% of portfolio
Pax Financial Group, LLC San Antonio, TX

606K
Shares

$19.1 Million
3.35% of portfolio
Inspire Investing, LLC Meridian, ID

496K
Shares

$15.7 Million
1.67% of portfolio
Bare Financial Services, Inc Gap, PA

455K
Shares

$14.4 Million
5.3% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker WWJD
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