Summit Wealth Group LLC / CO Northern Lts Fd Tr Iv Inspire Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 27,540 shares of IBD stock, worth $665,091. This represents 0.17% of its overall portfolio holdings.
Number of Shares
27,540Holding current value
$665,091% of portfolio
0.17%Shares
1 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
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Ambassador Advisors, LLC Lancaster, PA1.46MShares$35.3 Million5.85% of portfolio
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Creative Financial Designs Inc899KShares$21.7 Million1.67% of portfolio
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Bare Financial Services, Inc Gap, PA637KShares$15.4 Million5.16% of portfolio
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Creative One Wealth, LLC Overland Park, KS620KShares$15 Million0.44% of portfolio