Valmark Advisers, Inc. Northern Lts Fd Tr Iv Inspire Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Valmark Advisers, Inc. holds 131,496 shares of IBD stock, worth $3.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

131,496

Previous 8,516 1444.11%

Holding current value

$3.1 Million

Previous $205,000 1403.41%

% of portfolio

0.05%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$23.42 - $24.2 $2.88 Million - $2.98 Million	122,980 Added 1444.11%	131,496 $3.08 Million
Q3 2024 Oct 25, 2024	SELL	$23.25 - $24.3 $1.55 Million - $1.62 Million	-66,657 Reduced 88.67%	8,516 $205,000
Q2 2024 Jul 31, 2024	SELL	$23.04 - $23.52 $353,687 - $361,055	-15,351 Reduced 16.96%	75,173 $1.75 Million
Q1 2024 May 03, 2024	BUY	$23.26 - $23.99 $2.11 Million - $2.17 Million	90,524 New	90,524 $2.13 Million

Others Institutions Holding IBD

# of Institutions

Shares Held

11.9M

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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Northern Lts Fd Tr Iv Inspire Transaction History