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

True Wealth Advisors, LLC

$262 Million
Q4 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 18,373 shares of WWJD stock, worth $574,891. This represents 0.2% of its overall portfolio holdings.

Number of Shares

18,373

Previous 15,963 15.1%

Holding current value

$574,891

Previous $515,000 3.3%

% of portfolio

0.2%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$28.76 - $32.28 $69,311 - $77,794	2,410 Added 15.1%	18,373 $532,000
Q3 2024 Oct 29, 2024	BUY	$28.91 - $32.54 $126,857 - $142,785	4,388 Added 37.91%	15,963 $515,000
Q2 2024 Jul 24, 2024	BUY	$28.85 - $31.24 $20,541 - $22,242	712 Added 6.55%	11,575 $340,000
Q1 2024 Apr 23, 2024	BUY	$28.01 - $30.26 $11,848 - $12,799	423 Added 4.05%	10,863 $326,000
Q4 2023 Feb 08, 2024	SELL	$25.16 - $29.63 $2,666 - $3,140	-106 Reduced 1.01%	10,440 $308,000
Q3 2023 Nov 07, 2023	BUY	$26.04 - $28.97 $17,759 - $19,757	682 Added 6.91%	10,546 $277,000
Q2 2023 Jul 31, 2023	BUY	$27.03 - $28.67 $266,623 - $282,800	9,864 New	9,864 $274,000

Others Institutions Holding WWJD

# of Institutions

Shares Held

8.15M

Call Options Held

Put Options Held

View Full List

About NORTHERN LTS FD TR IV INSPIRE

Ticker WWJD
Sector ETFs
Industry ETFs

More about WWJD

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