True Wealth Advisors, LLC Northern Lts Fd Tr Iv Inspire Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, True Wealth Advisors, LLC holds 32,731 shares of IBD stock, worth $768,523. This represents 0.29% of its overall portfolio holdings.

Number of Shares

32,731

Previous 13,811 136.99%

Holding current value

$768,523

Previous $322,000 144.72%

% of portfolio

0.29%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$23.25 - $24.3 $439,890 - $459,756	18,920 Added 136.99%	32,731 $788,000
Q2 2024 Jul 24, 2024	BUY	$23.04 - $23.52 $26,035 - $26,577	1,130 Added 8.91%	13,811 $322,000
Q1 2024 Apr 23, 2024	BUY	$23.26 - $23.99 $4,256 - $4,390	183 Added 1.46%	12,681 $297,000
Q4 2023 Feb 08, 2024	SELL	$22.22 - $23.69 $7,177 - $7,651	-323 Reduced 2.52%	12,498 $294,000
Q3 2023 Nov 07, 2023	SELL	$22.56 - $23.35 $9,971 - $10,320	-442 Reduced 3.33%	12,821 $290,000
Q2 2023 Jul 31, 2023	BUY	$23.0 - $23.5 $12,397 - $12,666	539 Added 4.24%	13,263 $306,000
Q1 2023 Apr 19, 2023	BUY	$22.81 - $23.65 $74,930 - $77,690	3,285 Added 34.8%	12,724 $297,000
Q4 2022 Jan 23, 2023	BUY	$22.24 - $23.31 $209,923 - $220,023	9,439 New	9,439 $0

Others Institutions Holding IBD

# of Institutions

Shares Held

11.7M

Call Options Held

Put Options Held

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 True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

True Wealth Advisors, LLC Northern Lts Fd Tr Iv Inspire Transaction History