Waypoint Capital Advisors, LLC Northern Lts Fd Tr Iv Transaction History

Waypoint Capital Advisors, LLC

$377 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 19, 2022	SELL	N/A	-5,127 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	N/A	5,127 New	5,127 $202,000

Others Institutions Holding BIBL

# of Institutions

102

Shares Held

6.16M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

1.28M
Shares

$48.9 Million
7.27% of portfolio
One Ascent Financial Services LLC Birmingham, AL

498K
Shares

$19 Million
2.14% of portfolio
Bare Financial Services, Inc Gap, PA

461K
Shares

$17.6 Million
16.19% of portfolio
Creative One Wealth, LLC Overland Park, KS

282K
Shares

$10.8 Million
0.44% of portfolio
Lpl Financial LLC Fort Mill, SC

251K
Shares

$9.59 Million
0.01% of portfolio

About NORTHERN LTS FD TR IV

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