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

Synergy Asset Management, LLC

$2.76 Billion
Q3 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

90

Shares Held

8.75M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.58M
Shares

$91.2 Million
9.9% of portfolio
Ambassador Advisors, LLC Lancaster, PA

617K
Shares

$21.8 Million
3.52% of portfolio
Bare Financial Services, Inc Gap, PA

485K
Shares

$17.2 Million
5.61% of portfolio
Pax Financial Group, LLC San Antonio, TX

459K
Shares

$16.2 Million
3.3% of portfolio
Inspire Investing, LLC Meridian, ID

452K
Shares

$16 Million
1.67% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker WWJD
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