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

Texas Capital Bank Wealth Management Services Inc

$960 Million
Q2 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

4.89M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

945K
Shares

$38.2 Million
5.27% of portfolio
Bare Financial Services, Inc Gap, PA

438K
Shares

$17.7 Million
9.0% of portfolio
Lpl Financial LLC Fort Mill, SC

339K
Shares

$13.7 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

255K
Shares

$10.3 Million
0.49% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

195K
Shares

$7.87 Million
0.08% of portfolio

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About NORTHERN LTS FD TR IV

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