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 8,516 shares of IBD stock, worth $200,636. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,516
Previous 75,173 88.67%
Holding current value
$200,636
Previous $1.75 Million 88.31%
% of portfolio
0.0%
Previous 0.03%

Shares

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

About NORTHERN LTS FD TR IV INSPIRE


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

Track Valmark Advisers, Inc. Portfolio

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

News

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