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 15,963 shares of WWJD stock, worth $474,899. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,963
Previous 11,575 37.91%
Holding current value
$474,899
Previous $340,000 51.47%
% of portfolio
0.19%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About NORTHERN LTS FD TR IV INSPIRE


  • Ticker WWJD
  • Sector ETFs
  • Industry ETFs
More about WWJD
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.