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

Synergy Asset Management, LLC

$2.76 Billion
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	SELL	$29.19 - $31.87 $44,514 - $48,601	-1,525 Reduced 13.82%	9,511 $299,000
Q2 2024 Aug 05, 2024	BUY	$28.45 - $30.47 $54,993 - $58,898	1,933 Added 21.23%	11,036 $332,000
Q1 2024 Apr 18, 2024	SELL	$26.19 - $30.05 $32,501 - $37,292	-1,241 Reduced 12.0%	9,103 $273,000
Q4 2023 Jan 19, 2024	SELL	$23.89 - $26.85 $13,091 - $14,713	-548 Reduced 5.03%	10,344 $275,000
Q3 2023 Nov 14, 2023	BUY	$25.07 - $26.43 $273,062 - $287,875	10,892 New	10,892 $274,000
Q4 2021 Feb 04, 2022	SELL	$27.4 - $32.27 $5.86 Million - $6.9 Million	-213,913 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$27.91 - $30.93 $5.97 Million - $6.62 Million	213,913 New	213,913 $6.32 Million

Others Institutions Holding GLRY

# of Institutions

35

Shares Held

1.9M

Call Options Held

0

Put Options Held

0

About NORTHERN LTS FD TR IV INSPIRE

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