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

Sound Financial Strategies Group, LLC

$114 Million
Q3 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 98,471 shares of WWJD stock, worth $2.87 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

98,471

Previous 90,432 8.89%

Holding current value

$2.87 Million

Previous $2.66 Million 19.37%

% of portfolio

2.8%

Previous 2.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

7.41M

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