Trek Financial, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Trek Financial, LLC

$1.24 Billion
Q3 2024

A detailed history of Trek Financial, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Trek Financial, LLC holds 13,484 shares of IBD stock, worth $317,413. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,484

Holding current value

$317,413

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$23.25 - $24.3 $313,503 - $327,661	13,484 New	13,484 $324,000

Others Institutions Holding IBD

# of Institutions

Shares Held

11.6M

Call Options Held

Put Options Held

Inspire Advisors, LLC Meridian, ID

2.92M
Shares

$68.7 Million
9.54% of portfolio
Atria Investments LLC Charlotte, NC

1.42M
Shares

$33.4 Million
0.45% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.42M
Shares

$33.4 Million
6.02% of portfolio
Creative Financial Designs Inc

668K
Shares

$15.7 Million
1.39% of portfolio
Creative One Wealth, LLC Overland Park, KS

640K
Shares

$15.1 Million
0.56% of portfolio

View Full List

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

More about IBD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trek Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trek Financial, LLC with notifications on news.

Account