Synergy Asset Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Synergy Asset Management, LLC

$776 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$28.76 - $32.28 $85,618 - $96,097	2,977 New	2,977 $86,000

Others Institutions Holding WWJD

# of Institutions

85

Shares Held

7.93M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.71M
Shares

$93.1 Million
10.89% of portfolio
Ambassador Advisors, LLC Lancaster, PA

619K
Shares

$21.2 Million
3.56% of portfolio
Pax Financial Group, LLC San Antonio, TX

582K
Shares

$20 Million
3.4% of portfolio
Inspire Investing, LLC Meridian, ID

518K
Shares

$17.8 Million
1.96% of portfolio
Bare Financial Services, Inc Gap, PA

474K
Shares

$16.3 Million
5.6% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker WWJD
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