Texas Capital Bank Wealth Management Services Inc Northern Lts Fd Tr Iv Transaction History

Texas Capital Bank Wealth Management Services Inc

$1.02 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$28.41 - $36.39 $185,091 - $237,080	-6,515 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$37.3 - $46.5 $243,009 - $302,947	6,515 New	6,515 $257,000

Others Institutions Holding BIBL

# of Institutions

109

Shares Held

4.8M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

976K
Shares

$41.2 Million
5.39% of portfolio
Bare Financial Services, Inc Gap, PA

423K
Shares

$17.9 Million
7.07% of portfolio
Lpl Financial LLC Fort Mill, SC

382K
Shares

$16.1 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

250K
Shares

$10.6 Million
0.37% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

195K
Shares

$8.22 Million
0.08% of portfolio

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About NORTHERN LTS FD TR IV

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