Sound Financial Strategies Group, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Sound Financial Strategies Group, LLC

$109 Million
Q4 2024

A detailed history of Sound Financial Strategies Group, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 96,873 shares of WWJD stock, worth $2.91 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

96,873

Previous 98,471 1.62%

Holding current value

$2.91 Million

Previous $3.18 Million 11.67%

% of portfolio

2.57%

Previous 2.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$28.76 - $32.28 $45,958 - $51,583	-1,598 Reduced 1.62%	96,873 $2.81 Million
Q3 2024 Nov 12, 2024	BUY	$28.91 - $32.54 $232,407 - $261,589	8,039 Added 8.89%	98,471 $3.18 Million
Q2 2024 Aug 12, 2024	BUY	$28.85 - $31.24 $2.61 Million - $2.83 Million	90,432 New	90,432 $2.66 Million
Q1 2022 May 05, 2022	SELL	$27.26 - $31.68 $1.77 Million - $2.05 Million	-64,864 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$29.95 - $35.88 $29,231 - $35,018	976 Added 1.53%	64,864 $2.02 Million
Q3 2021 Nov 03, 2021	BUY	$33.55 - $36.05 $1.46 Million - $1.56 Million	43,404 Added 211.89%	63,888 $2.18 Million
Q2 2021 Jul 30, 2021	BUY	$33.12 - $36.69 $678,430 - $751,557	20,484 New	20,484 $717,000

Others Institutions Holding WWJD

# of Institutions

Shares Held

7.84M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

Ticker WWJD
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Sound Financial Strategies Group, LLC Northern Lts Fd Tr Iv Inspire Transaction History