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

True Wealth Advisors, LLC

  • $240 Million
  • Q1 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 12,681 shares of IBD stock, worth $297,749. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,681
Previous 12,498 1.46%
Holding current value
$297,749
Previous $294,000 1.02%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$22.43 - $23.31 $211,716 - $220,023
9,439 New
9,439 $0

Others Institutions Holding IBD

# of Institutions
66
Shares Held
8.96M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

IBD Quotes by TradingView
  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
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