United Capital Financial Advisers, LLC Northern Lts Fd Tr Iv Inspire Transaction History

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 121,541 shares of IBD stock, worth $2.95 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
121,541
Previous 76,783 58.29%
Holding current value
$2.95 Million
Previous $1.82 Million 60.07%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$23.33 - $24.01 $1.04 Million - $1.07 Million
44,758 Added 58.29%
121,541 $2.92 Million
Q1 2025

May 13, 2025
BUY
$23.28 - $23.95 $909,642 - $935,822
39,074 Added 103.62%
76,783 $1.82 Million
Q4 2024

Feb 13, 2025
BUY
$23.42 - $24.2 $883,144 - $912,557
37,709 New
37,709 $883,000

Others Institutions Holding IBD

# of Institutions
98
Shares Held
12.1M
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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